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 21.43%
2 Healthcare 13.24%
3 Consumer Discretionary 13.18%
4 Financials 12.14%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-20,745
1027
– –
-14,284
1028
– –
-10,019
1029
– –
-112,484
1030
– –
-156,890
1031
– –
-194,827
1032
– –
-557
1033
– –
-43,189
1034
– –
-489,165
1035
– –
-130,465
1036
– –
-296,941
1037
– –
-44,846
1038
– –
-74,558
1039
– –
-20,777
1040
– –
-81,364
1041
– –
-81,946
1042
– –
-14,646
1043
– –
-10,218
1044
– –
-18,308
1045
– –
-1,590
1046
– –
-9,257
1047
– –
-197,343
1048
– –
-109,375
1049
– –
-65,111
1050
– –
-198,307
40 41
42
43 44