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
851
$538K ﹤0.01%
+23,728
852
$533K ﹤0.01%
11,283
-170
853
$529K ﹤0.01%
45,225
-230
854
$528K ﹤0.01%
9,067
-10,024
855
$519K ﹤0.01%
7,021
-2,546
856
$505K ﹤0.01%
19,953
-358
857
$503K ﹤0.01%
+24,666
858
$501K ﹤0.01%
170,511
859
$490K ﹤0.01%
362,783
-11,724
860
$488K ﹤0.01%
14,088
+3,106
861
$487K ﹤0.01%
+7,809
862
$484K ﹤0.01%
146,671
-814,849
863
$483K ﹤0.01%
+32,737
864
$483K ﹤0.01%
+21,938
865
$483K ﹤0.01%
27,739
-15,964
866
$475K ﹤0.01%
229,306
-49,330
867
$472K ﹤0.01%
20,695
868
$465K ﹤0.01%
25,981
869
$464K ﹤0.01%
+19,964
870
$463K ﹤0.01%
+16,444
871
$461K ﹤0.01%
38,929
872
$458K ﹤0.01%
104,934
873
$458K ﹤0.01%
10,429
874
$454K ﹤0.01%
18,671
-98
875
$454K ﹤0.01%
21,097
33 34
35
36 37