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
101
$38.8M 0.26%
500,158
+10,376
102
$38.4M 0.26%
243,232
+51,692
103
$38.4M 0.26%
249,075
-19,097
104
$37M 0.25%
685,057
+324,502
105
$36.3M 0.24%
505,845
+54,930
106
$35.3M 0.24%
387,108
+300,070
107
$35.1M 0.24%
1,490,530
+127,332
108
$35M 0.24%
570,752
+480,376
109
$34.9M 0.24%
302,678
-7,933
110
$34.9M 0.24%
520,648
+12,672
111
$34.6M 0.23%
1,223,634
+4,955
112
$34.1M 0.23%
316,753
-100,157
113
$33.6M 0.23%
925,250
-202,450
114
$33.4M 0.23%
711,260
+98,055
115
$33.3M 0.22%
27,826
-4,552
116
$33M 0.22%
355,894
+4,959
117
$32.9M 0.22%
535,240
-111,337
118
$32.8M 0.22%
724,712
-352,777
119
$32.4M 0.22%
371,431
+87,693
120
$32.1M 0.22%
339,703
-4,117
121
$31.4M 0.21%
647,131
+35,008
122
$31.1M 0.21%
+514,892
123
$31.1M 0.21%
180,120
-42,948
124
$30.9M 0.21%
346,299
-80,394
125
$30.5M 0.21%
597,931
-651,547
3 4
5
6 7