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
551
$2.78M 0.02%
65,038
-62,185
552
$2.77M 0.02%
1,146,180
-485,204
553
$2.7M 0.02%
567,094
+63,088
554
$2.69M 0.02%
61,077
-11,056
555
$2.67M 0.02%
+108,753
556
$2.67M 0.02%
62,274
+4,523
557
$2.65M 0.02%
181,621
-22,536
558
$2.63M 0.02%
144,987
+98,545
559
$2.61M 0.02%
345,052
-17,374
560
$2.59M 0.02%
36,405
-485
561
$2.58M 0.02%
38,763
-2,438
562
$2.58M 0.02%
183,967
-613
563
$2.57M 0.02%
115,340
-165,693
564
$2.56M 0.02%
119,790
-7,199
565
$2.54M 0.02%
548,120
-294,006
566
$2.53M 0.02%
46,097
-156
567
$2.52M 0.02%
58,597
-4,619
568
$2.52M 0.02%
344,944
-19,227
569
$2.5M 0.02%
10,914
-152
570
$2.47M 0.02%
156,637
+22,030
571
$2.42M 0.02%
+13,081
572
$2.42M 0.02%
14,332
-3,711
573
$2.42M 0.02%
93,788
-177
574
$2.4M 0.02%
67,973
+30
575
$2.4M 0.02%
353,125
-5,423
21 22
23
24 25