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
976
$222K ﹤0.01%
+8,093
977
$220K ﹤0.01%
89,945
-3,648
978
$219K ﹤0.01%
5,535
-5,680
979
$219K ﹤0.01%
5,970
-7,171
980
$216K ﹤0.01%
27,497
981
$211K ﹤0.01%
7,487
-6,302
982
$211K ﹤0.01%
5,060
983
$210K ﹤0.01%
6,391
-373
984
$205K ﹤0.01%
1,024
-678
985
$203K ﹤0.01%
+3,660
986
$203K ﹤0.01%
11,448
-8,666
987
$202K ﹤0.01%
277
-58,772
988
$202K ﹤0.01%
+1,080
989
$201K ﹤0.01%
+6,370
990
$194K ﹤0.01%
15,807
-319
991
$194K ﹤0.01%
13,675
-8,268
992
$192K ﹤0.01%
14,335
+2,226
993
$188K ﹤0.01%
10,982
-3,195
994
$186K ﹤0.01%
18,068
-66
995
$183K ﹤0.01%
19,932
996
$177K ﹤0.01%
11,633
-98,218
997
$175K ﹤0.01%
5,278
-1,281
998
$171K ﹤0.01%
23,506
999
$165K ﹤0.01%
33,530
-17,173
1000
$164K ﹤0.01%
36,971
38 39
40
41 42