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
926
$323K ﹤0.01%
2,206
-6,043
927
$322K ﹤0.01%
8,081
928
$317K ﹤0.01%
66,340
+42,670
929
$316K ﹤0.01%
+34,385
930
$313K ﹤0.01%
16,816
-105
931
$312K ﹤0.01%
4,174
+783
932
$308K ﹤0.01%
3,788
-10,513
933
$307K ﹤0.01%
+9,836
934
$305K ﹤0.01%
+16,384
935
$303K ﹤0.01%
+13,960
936
$303K ﹤0.01%
24,401
+3,971
937
$302K ﹤0.01%
44,550
938
$298K ﹤0.01%
23,560
+3,618
939
$298K ﹤0.01%
+102,409
940
$293K ﹤0.01%
6,399
-1,305
941
$290K ﹤0.01%
+12,064
942
$288K ﹤0.01%
+5,904
943
$287K ﹤0.01%
13,674
+2,087
944
$280K ﹤0.01%
+4,564
945
$280K ﹤0.01%
5,555
-7,398
946
$280K ﹤0.01%
+58,721
947
$279K ﹤0.01%
17,330
+238
948
$278K ﹤0.01%
2,675
-93,812
949
$277K ﹤0.01%
21,215
-27,793
950
$275K ﹤0.01%
12,935
36 37
38
39 40