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
676
$1.45M 0.01%
4,341
+61
677
$1.44M 0.01%
336,903
-57,042
678
$1.43M 0.01%
184,623
+78,237
679
$1.42M 0.01%
61,445
+20,354
680
$1.42M 0.01%
45,368
-124
681
$1.42M 0.01%
12,184
-276
682
$1.41M 0.01%
+67,978
683
$1.41M 0.01%
684,104
+7,474
684
$1.4M 0.01%
55,532
-2,068
685
$1.39M 0.01%
17,454
-25,896
686
$1.38M 0.01%
212,956
-36,455
687
$1.37M 0.01%
30,222
-2,476
688
$1.36M 0.01%
+89,118
689
$1.35M 0.01%
+55,247
690
$1.35M 0.01%
54,578
+11,897
691
$1.33M 0.01%
29,735
+7,682
692
$1.33M 0.01%
+158,096
693
$1.33M 0.01%
29,564
-38
694
$1.32M 0.01%
201,931
+172,987
695
$1.32M 0.01%
41,194
-9,753
696
$1.3M 0.01%
82,252
-601
697
$1.3M 0.01%
16,399
-1,047
698
$1.3M 0.01%
16,089
+11,127
699
$1.3M 0.01%
+108,243
700
$1.3M 0.01%
21,191
+9,602
26 27
28
29 30