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
776
$849K 0.01%
22,028
-11,611
777
$848K 0.01%
22,451
-126
778
$848K 0.01%
60,893
-27,239
779
$835K 0.01%
+1,343
780
$835K 0.01%
22,592
781
$833K 0.01%
53,541
-595
782
$833K 0.01%
32,677
783
$833K 0.01%
21,166
+12,178
784
$829K 0.01%
15,925
785
$826K 0.01%
38,101
-169,336
786
$821K 0.01%
27,759
-17,353
787
$820K 0.01%
31,720
-292
788
$816K 0.01%
+11,002
789
$816K 0.01%
8,932
-846
790
$815K 0.01%
13,134
791
$813K 0.01%
22,688
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792
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63,733
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793
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68,736
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794
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23,426
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795
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43,469
-104
796
$801K 0.01%
+35,546
797
$800K 0.01%
32,808
+16,811
798
$799K 0.01%
3,650
+360
799
$797K 0.01%
34,178
-3,671
800
$796K 0.01%
88,530
+39,797
30 31
32
33 34