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
876
$454K ﹤0.01%
10,165
+5,909
877
$454K ﹤0.01%
12,434
+1,295
878
$452K ﹤0.01%
11,694
-381
879
$445K ﹤0.01%
18,410
-9,415
880
$443K ﹤0.01%
13,291
-19,373
881
$442K ﹤0.01%
33,998
+23,239
882
$441K ﹤0.01%
+12,282
883
$441K ﹤0.01%
25,676
-6,223
884
$440K ﹤0.01%
+65,639
885
$423K ﹤0.01%
4,204
886
$414K ﹤0.01%
30,395
887
$414K ﹤0.01%
+11,382
888
$411K ﹤0.01%
8,371
889
$407K ﹤0.01%
+17,415
890
$407K ﹤0.01%
18,539
891
$402K ﹤0.01%
+13,465
892
$399K ﹤0.01%
+9,844
893
$391K ﹤0.01%
+1,920
894
$391K ﹤0.01%
+6,149
895
$387K ﹤0.01%
8,925
896
$382K ﹤0.01%
8,049
897
$382K ﹤0.01%
+28,424
898
$381K ﹤0.01%
+27,670
899
$379K ﹤0.01%
8,369
-5,518
900
$378K ﹤0.01%
+8,830
34 35
36
37 38