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
751
$970K 0.01%
89,805
-1,086
752
$967K 0.01%
702
-3,355
753
$967K 0.01%
227,567
-108,666
754
$966K 0.01%
42,647
+4,818
755
$957K 0.01%
38,691
-160
756
$954K 0.01%
22,717
-2,822
757
$950K 0.01%
40,158
-712
758
$949K 0.01%
43,947
-28,537
759
$938K 0.01%
20,547
-377,108
760
$937K 0.01%
5,800
+619
761
$936K 0.01%
+43,154
762
$933K 0.01%
+31,952
763
$929K 0.01%
+9,818
764
$923K 0.01%
34,987
-105,429
765
$916K 0.01%
46,720
766
$912K 0.01%
87,534
+69,884
767
$910K 0.01%
28,213
+18,147
768
$902K 0.01%
63,414
-9,866
769
$896K 0.01%
19,792
+4,796
770
$891K 0.01%
61,645
-922
771
$888K 0.01%
50,702
-107
772
$886K 0.01%
2,143
-2,375
773
$869K 0.01%
+73,039
774
$855K 0.01%
28,339
-89
775
$852K 0.01%
20,127
+10,840
29 30
31
32 33