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
651
$1.64M 0.01%
13,672
-16,315
652
$1.63M 0.01%
72,091
-32,412
653
$1.63M 0.01%
132,879
-19,212
654
$1.63M 0.01%
54,152
-21,840
655
$1.62M 0.01%
200,425
+5,205
656
$1.62M 0.01%
21,358
-181
657
$1.61M 0.01%
17,990
+13,871
658
$1.6M 0.01%
52,149
-342
659
$1.6M 0.01%
128,393
+43,204
660
$1.58M 0.01%
108,956
-4,730
661
$1.58M 0.01%
13,755
-9,609
662
$1.57M 0.01%
140,711
-53,226
663
$1.56M 0.01%
169,675
-4,786
664
$1.56M 0.01%
5,805
+4,106
665
$1.56M 0.01%
23,353
-5,221
666
$1.52M 0.01%
280,731
-31,910
667
$1.51M 0.01%
18,138
-2,772
668
$1.51M 0.01%
5,768
-206
669
$1.5M 0.01%
203,208
-1,309
670
$1.5M 0.01%
+55,620
671
$1.5M 0.01%
87,493
-134,141
672
$1.5M 0.01%
31,254
+8,984
673
$1.47M 0.01%
57,579
-1,607
674
$1.46M 0.01%
+40,425
675
$1.46M 0.01%
27,282
-911
25 26
27
28 29