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
951
$274K ﹤0.01%
38,199
-736
952
$272K ﹤0.01%
2,660
-5,174
953
$266K ﹤0.01%
77,785
954
$265K ﹤0.01%
+1,817
955
$259K ﹤0.01%
5,164
-370
956
$258K ﹤0.01%
15,864
957
$253K ﹤0.01%
+10,106
958
$246K ﹤0.01%
43,424
-29,905
959
$244K ﹤0.01%
+21,037
960
$244K ﹤0.01%
12,287
-30,180
961
$243K ﹤0.01%
1,983
-9,301
962
$243K ﹤0.01%
14,844
963
$240K ﹤0.01%
54,078
-314,566
964
$238K ﹤0.01%
27,238
-347,657
965
$238K ﹤0.01%
1,040
966
$235K ﹤0.01%
5,185
+253
967
$234K ﹤0.01%
24,253
-10,813
968
$231K ﹤0.01%
8,052
-825
969
$230K ﹤0.01%
+18,498
970
$230K ﹤0.01%
+40,634
971
$229K ﹤0.01%
+12,305
972
$226K ﹤0.01%
+41,010
973
$225K ﹤0.01%
27,976
974
$223K ﹤0.01%
16,972
-301,486
975
$222K ﹤0.01%
+12,176
37 38
39
40 41