Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.9B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$93.6M
3
+$73.8M
4
INTC icon
Intel
INTC
+$53.7M
5
KR icon
Kroger
KR
+$53.2M

Top Sells

1
+$79.4M
2
+$70M
3
+$58.1M
4
INTU icon
Intuit
INTU
+$57.7M
5
PARA
Paramount Global Class B
PARA
+$57.6M

Sector Composition

1 Technology 21.69%
2 Healthcare 13.24%
3 Consumer Discretionary 13.18%
4 Financials 12.14%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4.09M 0.03%
91,714
-39,774
477
$4.07M 0.03%
44,143
+3,273
478
$4.05M 0.03%
+85,957
479
$4.04M 0.03%
512,519
-166,727
480
$4.04M 0.03%
158,931
-3,189
481
$4.03M 0.03%
78,428
-437
482
$4.03M 0.03%
58,582
-228
483
$4M 0.03%
564,082
-29,459
484
$3.9M 0.03%
119,463
-11,795
485
$3.9M 0.03%
735,920
-54,229
486
$3.87M 0.03%
43,847
+6,468
487
$3.83M 0.03%
50,313
-4,544
488
$3.82M 0.03%
201,128
+11,051
489
$3.81M 0.03%
440,859
-56,144
490
$3.8M 0.03%
48,745
-640
491
$3.8M 0.03%
338,941
-28,938
492
$3.78M 0.03%
+33,362
493
$3.76M 0.03%
588,720
+435,963
494
$3.72M 0.03%
622,097
-6,378
495
$3.72M 0.03%
285,225
-9,277
496
$3.71M 0.03%
179,260
+47,860
497
$3.67M 0.02%
164,839
+2,316
498
$3.67M 0.02%
488,668
+91,910
499
$3.65M 0.02%
146,330
-240,292
500
$3.58M 0.02%
+82,407
18 19
20
21 22