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
76
$50M 0.34%
168,160
+101,757
77
$49.5M 0.33%
1,338,169
-8,873
78
$49.2M 0.33%
273,854
-297,789
79
$48.5M 0.33%
439,316
+249,047
80
$47.7M 0.32%
76,450
-10,582
81
$46.8M 0.32%
776,685
+24,312
82
$46M 0.31%
651,683
+70,306
83
$45.5M 0.31%
1,662,910
-2,123,557
84
$44.5M 0.3%
+626,586
85
$43.9M 0.3%
898,534
-74,165
86
$43.4M 0.29%
548,197
-58,026
87
$43.3M 0.29%
310,750
+10,466
88
$43.2M 0.29%
528,874
+192,206
89
$42.7M 0.29%
1,696,179
-66,226
90
$42.6M 0.29%
2,110,141
+358,926
91
$42.4M 0.29%
1,038,344
+878,621
92
$41.7M 0.28%
553,396
-9,403
93
$41.7M 0.28%
899,212
-6,643
94
$41.3M 0.28%
114,658
+16,648
95
$41.1M 0.28%
520,606
+24,982
96
$40.6M 0.27%
695,414
+146,910
97
$40M 0.27%
1,191,236
+106,814
98
$39.9M 0.27%
83,741
-96,290
99
$39.1M 0.26%
+5,193,884
100
$39.1M 0.26%
1,179,691
+950,547
2 3
4
5 6