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
601
$2.2M 0.01%
124,938
-981
602
$2.16M 0.01%
120,657
-6,714
603
$2.16M 0.01%
67,448
-1,374
604
$2.13M 0.01%
86,785
-10,626
605
$2.13M 0.01%
88,015
-134,054
606
$2.1M 0.01%
3,892
-106,853
607
$2.09M 0.01%
34,766
+6,472
608
$2.08M 0.01%
61,765
+13,339
609
$2.06M 0.01%
22,924
-5,389
610
$2.05M 0.01%
78,831
-19,451
611
$2.05M 0.01%
+37,015
612
$2.03M 0.01%
60,953
-596
613
$1.98M 0.01%
76,173
-209,628
614
$1.96M 0.01%
61,633
-17,748
615
$1.96M 0.01%
151,095
-46,274
616
$1.96M 0.01%
18,907
-402
617
$1.95M 0.01%
39,546
-26,446
618
$1.94M 0.01%
2,865
-4,224
619
$1.92M 0.01%
392,564
+360,668
620
$1.92M 0.01%
77,626
-4,380
621
$1.89M 0.01%
+49,448
622
$1.88M 0.01%
72,634
-1,183
623
$1.87M 0.01%
66,963
+6,674
624
$1.87M 0.01%
44,445
+8,165
625
$1.87M 0.01%
+51,418
23 24
25
26 27