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
51
$67.7M 0.46%
2,703,273
+1,089,880
52
$66.5M 0.45%
1,377,824
+580,309
53
$66.3M 0.45%
2,129,697
+1,657
54
$66.1M 0.45%
947,222
-15,476
55
$65.3M 0.44%
3,817,671
+28,521
56
$64.5M 0.43%
3,007,585
+253,403
57
$64.3M 0.43%
379,885
-71,976
58
$64.2M 0.43%
779,804
-4,580
59
$61.2M 0.41%
849,449
+187,350
60
$60M 0.4%
614,685
+69,560
61
$59.4M 0.4%
2,257,980
-676,378
62
$59.1M 0.4%
2,894,914
+685,815
63
$58.1M 0.39%
629,391
+69,741
64
$57.7M 0.39%
434,507
+15,870
65
$57.4M 0.39%
297,306
+3,262
66
$56.1M 0.38%
1,920,365
+66,838
67
$55.9M 0.38%
4,115,488
+42,939
68
$54.9M 0.37%
1,473,995
-128,811
69
$54.8M 0.37%
662,412
+147,839
70
$54.6M 0.37%
1,010,586
+231,180
71
$54.4M 0.37%
1,743,746
-100,862
72
$53.4M 0.36%
1,732,278
+18,161
73
$53M 0.36%
211,494
+39,091
74
$53M 0.36%
489,044
+37,335
75
$50.1M 0.34%
1,692,195
+581,633
1 2
3
4 5