Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 25.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.4%
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
+$162M
2
+$93.1M
3
+$76.3M
4
KR icon
Kroger
KR
+$55.2M
5
INTC icon
Intel
INTC
+$54.6M

Top Sells

1
+$80M
2
+$75.5M
3
+$61M
4
INTU icon
Intuit
INTU
+$57.6M
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
1076
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-11,048
1077
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-7,048
1078
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1079
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-163,222
1080
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-179,534
1081
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-27,839
1082
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-6,426
1083
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-63,023
1084
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-47,300
1085
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-295,276
1086
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-5,171
1087
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-10,135
1088
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-24,630
1089
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-63
1090
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-9,338
1091
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1092
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1093
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1094
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1095
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-41,004
1096
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-1,376,171
1097
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-34,916
1098
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-572,367
1099
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-1,273,794
1100
– –
-4,496
42 43
44
45 46