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
1051
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-11,765
1052
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-37,212
1053
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-14,773
1054
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1055
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1056
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-28,775
1057
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-8,150
1058
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-43,069
1059
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-21,799
1060
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-996
1061
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-3,550
1062
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-1,525
1063
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-1,643,210
1064
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-1,038,868
1065
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-59,775
1066
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-4,669
1067
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-627,852
1068
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-128,121
1069
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-133,850
1070
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-124,808
1071
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-195,133
1072
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-45,643
1073
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-452,545
1074
– –
-23,413
1075
– –
-11,048
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