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
826
$652K ﹤0.01%
+15,579
827
$643K ﹤0.01%
+260,319
828
$641K ﹤0.01%
26,483
+4,196
829
$640K ﹤0.01%
48,903
-526
830
$636K ﹤0.01%
+4,054
831
$634K ﹤0.01%
479,946
-99,099
832
$632K ﹤0.01%
158,455
+27,155
833
$631K ﹤0.01%
78,507
+63,388
834
$623K ﹤0.01%
31,043
+13,205
835
$621K ﹤0.01%
+20,443
836
$618K ﹤0.01%
91,307
+30,729
837
$611K ﹤0.01%
+21,847
838
$611K ﹤0.01%
6,866
-58
839
$594K ﹤0.01%
38,335
+4,860
840
$592K ﹤0.01%
3,609
-9,781
841
$590K ﹤0.01%
50,784
+33,729
842
$589K ﹤0.01%
18,198
-275,769
843
$574K ﹤0.01%
+18,398
844
$570K ﹤0.01%
107,940
+1,225
845
$567K ﹤0.01%
+108,028
846
$567K ﹤0.01%
+97,355
847
$564K ﹤0.01%
+20,927
848
$561K ﹤0.01%
7,470
+1,005
849
$552K ﹤0.01%
78,374
-29,623
850
$542K ﹤0.01%
63,507
+40,039
32 33
34
35 36