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
1001
$160K ﹤0.01%
+10,114
1002
$153K ﹤0.01%
4,278
-6,353
1003
$148K ﹤0.01%
23,837
+565
1004
$146K ﹤0.01%
+325
1005
$145K ﹤0.01%
+36,511
1006
$144K ﹤0.01%
1,232
-8,299
1007
$143K ﹤0.01%
414
1008
$139K ﹤0.01%
10,143
1009
– –
0
1010
$127K ﹤0.01%
+14,057
1011
$126K ﹤0.01%
17,500
+3,200
1012
$119K ﹤0.01%
13,330
1013
$119K ﹤0.01%
+17,875
1014
$117K ﹤0.01%
+3,816
1015
$97K ﹤0.01%
+31,324
1016
$79K ﹤0.01%
+16,185
1017
$69K ﹤0.01%
+9,072
1018
$45K ﹤0.01%
+12,127
1019
$41K ﹤0.01%
+13,113
1020
– –
-14,284
1021
– –
-10,019
1022
– –
-112,484
1023
– –
-156,890
1024
– –
-557
1025
– –
-43,189
39 40
41
42 43