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
526
$3.21M 0.02%
216,704
-1,548,189
527
$3.18M 0.02%
2,023,468
+359,032
528
$3.15M 0.02%
119,541
-951
529
$3.12M 0.02%
42,080
-35
530
$3.11M 0.02%
141,798
-9,700
531
$3.11M 0.02%
443,081
+262,137
532
$3.11M 0.02%
509,225
-385,389
533
$3.08M 0.02%
+43,227
534
$3.06M 0.02%
229,194
-12,656
535
$3.06M 0.02%
119,131
536
$3.06M 0.02%
254,561
+37,647
537
$3.04M 0.02%
16,364
-250,321
538
$3M 0.02%
75,065
+43,169
539
$2.98M 0.02%
196,894
-172,385
540
$2.91M 0.02%
285,541
-3,871
541
$2.89M 0.02%
73,857
542
$2.87M 0.02%
48,163
+30,992
543
$2.85M 0.02%
+55,538
544
$2.82M 0.02%
+14,643
545
$2.82M 0.02%
137,776
-744
546
$2.82M 0.02%
201,027
-2,001
547
$2.82M 0.02%
19,722
-2,802
548
$2.81M 0.02%
27,130
+21,424
549
$2.79M 0.02%
34,193
-39,272
550
$2.78M 0.02%
120,532
-3,812
20 21
22
23 24