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
626
$1.86M 0.01%
78,207
-8,785
627
$1.85M 0.01%
+9,453
628
$1.84M 0.01%
270,351
-397
629
$1.83M 0.01%
69,329
-9,700
630
$1.81M 0.01%
+144,751
631
$1.79M 0.01%
10,481
-8,896
632
$1.78M 0.01%
+34,368
633
$1.78M 0.01%
9,793
-270
634
$1.76M 0.01%
117,296
+35,700
635
$1.75M 0.01%
29,427
636
$1.75M 0.01%
8,876
+510
637
$1.74M 0.01%
31,522
-5,199
638
$1.72M 0.01%
149,083
+130,777
639
$1.71M 0.01%
+42,963
640
$1.71M 0.01%
28,050
+6,079
641
$1.7M 0.01%
12,271
+5,472
642
$1.7M 0.01%
+34,458
643
$1.69M 0.01%
+39,707
644
$1.69M 0.01%
1,220,905
+438,323
645
$1.66M 0.01%
67,487
-3,783
646
$1.66M 0.01%
142,815
+12,351
647
$1.66M 0.01%
13,471
-24,573
648
$1.64M 0.01%
256,888
+130,106
649
$1.64M 0.01%
242,801
+11,356
650
$1.64M 0.01%
13,037
-265
24 25
26
27 28