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
901
$378K ﹤0.01%
+8,546
902
$374K ﹤0.01%
10,529
-10
903
$372K ﹤0.01%
+4,629
904
$370K ﹤0.01%
+31,204
905
$369K ﹤0.01%
24,507
+451
906
$369K ﹤0.01%
1,538
-4,499
907
$366K ﹤0.01%
78,535
-3,207
908
$364K ﹤0.01%
+4,500
909
$363K ﹤0.01%
+3,500
910
$362K ﹤0.01%
+12,284
911
$362K ﹤0.01%
21,530
+7,982
912
$361K ﹤0.01%
22,129
-8,927
913
$360K ﹤0.01%
45,084
+20,488
914
$358K ﹤0.01%
12,268
-920
915
$355K ﹤0.01%
118,977
-39,388
916
$355K ﹤0.01%
9,296
-2,775
917
$354K ﹤0.01%
49,248
-45,528
918
$345K ﹤0.01%
+9,522
919
$339K ﹤0.01%
18,643
+7,448
920
$338K ﹤0.01%
+18,575
921
$336K ﹤0.01%
+15,100
922
$332K ﹤0.01%
+11,216
923
$331K ﹤0.01%
111,746
-522,692
924
$324K ﹤0.01%
11,893
925
$324K ﹤0.01%
+22,322
35 36
37
38 39