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
726
$1.15M 0.01%
438,767
-16,896
727
$1.15M 0.01%
23,722
-534
728
$1.14M 0.01%
46,947
729
$1.14M 0.01%
47,044
-479
730
$1.13M 0.01%
21,048
-31,282
731
$1.12M 0.01%
85,770
+36,703
732
$1.1M 0.01%
+114,449
733
$1.1M 0.01%
5,513
+4,438
734
$1.08M 0.01%
74,878
-15,889
735
$1.08M 0.01%
25,666
736
$1.07M 0.01%
25,497
-6,317
737
$1.06M 0.01%
24,614
-4,073
738
$1.06M 0.01%
22,578
+16,733
739
$1.06M 0.01%
+21,652
740
$1.05M 0.01%
+13,912
741
$1.05M 0.01%
348,560
-108,265
742
$1.05M 0.01%
7,242
-1,213
743
$1.03M 0.01%
25,578
-42
744
$1.02M 0.01%
61,979
-2,292
745
$1.02M 0.01%
28,688
+20,953
746
$1.02M 0.01%
100,074
+10,280
747
$1.01M 0.01%
+141,983
748
$1M 0.01%
+17,044
749
$999K 0.01%
14,586
+1,990
750
$997K 0.01%
68,087
+20,494
28 29
30
31 32