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
701
$1.29M 0.01%
12,851
-2,445
702
$1.29M 0.01%
104,979
+83,605
703
$1.28M 0.01%
58,559
-35,018
704
$1.28M 0.01%
205,340
+151,150
705
$1.28M 0.01%
+23,082
706
$1.27M 0.01%
60,043
-5,042
707
$1.26M 0.01%
10,555
-170,239
708
$1.24M 0.01%
31,885
-11,984
709
$1.24M 0.01%
+66,394
710
$1.23M 0.01%
186,178
+133,393
711
$1.23M 0.01%
39,313
+8,663
712
$1.22M 0.01%
5,861
-17
713
$1.22M 0.01%
22,698
-4,370
714
$1.22M 0.01%
26,320
-257
715
$1.22M 0.01%
27,927
+18,147
716
$1.22M 0.01%
223,557
-84,973
717
$1.21M 0.01%
113,972
-3,128
718
$1.2M 0.01%
36,780
-493
719
$1.2M 0.01%
366,448
+29,012
720
$1.2M 0.01%
258,015
-13,920
721
$1.19M 0.01%
+36,299
722
$1.19M 0.01%
6,917
+2,934
723
$1.19M 0.01%
116,970
+90,724
724
$1.16M 0.01%
430,611
+296,567
725
$1.16M 0.01%
24,139
27 28
29
30 31