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
501
$3.53M 0.02%
265,170
-1,626
502
$3.51M 0.02%
79,985
-1,526
503
$3.51M 0.02%
+162,163
504
$3.48M 0.02%
65,069
+229
505
$3.47M 0.02%
186,297
-3,584
506
$3.45M 0.02%
63,280
+383
507
$3.44M 0.02%
+127,415
508
$3.4M 0.02%
+29,653
509
$3.4M 0.02%
54,668
+46,944
510
$3.4M 0.02%
159,365
+39,896
511
$3.39M 0.02%
40,264
+8,433
512
$3.39M 0.02%
+37,465
513
$3.38M 0.02%
+142,164
514
$3.37M 0.02%
184,827
+135,077
515
$3.33M 0.02%
40,400
+528
516
$3.31M 0.02%
67,827
+7,861
517
$3.31M 0.02%
173,632
-20,420
518
$3.29M 0.02%
131,556
+72,266
519
$3.28M 0.02%
6,429
-758
520
$3.27M 0.02%
164,402
+91,669
521
$3.26M 0.02%
151,941
-655
522
$3.24M 0.02%
34,620
+9,911
523
$3.22M 0.02%
17,157
+9,734
524
$3.22M 0.02%
284,226
-322,139
525
$3.21M 0.02%
12,112
+11,105
19 20
21
22 23