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
801
$788K 0.01%
22,709
-9,313
802
$783K 0.01%
+17,910
803
$778K 0.01%
16,850
-17,136
804
$777K 0.01%
80,497
+50,445
805
$764K 0.01%
26,465
-2,066
806
$760K 0.01%
+58,400
807
$754K 0.01%
+7,951
808
$747K 0.01%
25,384
+15,633
809
$743K 0.01%
1,818
-3,314
810
$733K ﹤0.01%
10,420
-236
811
$731K ﹤0.01%
103,961
-9,674
812
$729K ﹤0.01%
1,732
-1,507
813
$705K ﹤0.01%
73,812
-14,291
814
$702K ﹤0.01%
76,195
815
$701K ﹤0.01%
20,635
-55,937
816
$698K ﹤0.01%
16,713
-1,662
817
$698K ﹤0.01%
+77,178
818
$693K ﹤0.01%
+31,200
819
$692K ﹤0.01%
48,178
-18,144
820
$688K ﹤0.01%
+8,710
821
$684K ﹤0.01%
377
-38,559
822
$680K ﹤0.01%
102,207
-36,397
823
$678K ﹤0.01%
45,961
+11,027
824
$658K ﹤0.01%
181,385
-5,607
825
$658K ﹤0.01%
26,527
-30,304
31 32
33
34 35