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
576
$2.4M 0.02%
88,428
-738
577
$2.4M 0.02%
17,103
-8,414
578
$2.39M 0.02%
+252,936
579
$2.38M 0.02%
+50,691
580
$2.35M 0.02%
172,462
+29,513
581
$2.34M 0.02%
14,338
-7,250
582
$2.33M 0.02%
152,461
+6,592
583
$2.33M 0.02%
41,385
-124,053
584
$2.32M 0.02%
+56,895
585
$2.31M 0.02%
8,449
-373
586
$2.31M 0.02%
88,848
587
$2.29M 0.02%
555,146
-8,897
588
$2.28M 0.02%
71,034
-44,305
589
$2.28M 0.02%
141,652
+3,101
590
$2.25M 0.02%
172,016
+151,892
591
$2.24M 0.02%
45,079
592
$2.23M 0.02%
309,849
-183,019
593
$2.23M 0.02%
16,897
+221
594
$2.23M 0.02%
13,638
+2,131
595
$2.23M 0.02%
52,935
+2,581
596
$2.22M 0.01%
226,732
-14,864
597
$2.21M 0.01%
211,651
-48,088
598
$2.21M 0.01%
+49,841
599
$2.21M 0.01%
44,788
-133
600
$2.2M 0.01%
+8,407
22 23
24
25 26