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
1026
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-296,941
1027
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-44,846
1028
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-74,558
1029
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-20,777
1030
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-81,364
1031
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-81,946
1032
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-14,646
1033
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-10,218
1034
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-11,299
1035
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-669,703
1036
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-111,293
1037
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-32,618
1038
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-69,189
1039
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-6,136
1040
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-18,308
1041
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-1,376,171
1042
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-1,590
1043
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-9,257
1044
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-194,827
1045
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-197,343
1046
– –
-109,375
1047
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-489,165
1048
– –
-65,111
1049
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-130,465
1050
– –
-198,307
40 41
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43 44