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
126
$30.2M 0.2%
2,261,573
-263,619
127
$30.2M 0.2%
+445,443
128
$29.7M 0.2%
189,927
+48,298
129
$29.5M 0.2%
352,704
-13,124
130
$29.5M 0.2%
1,456,369
+1,338,377
131
$29.4M 0.2%
875,913
+107,040
132
$29.3M 0.2%
697,107
+294,889
133
$29.2M 0.2%
473,815
+433,209
134
$28.9M 0.19%
1,648,047
+728,769
135
$28.8M 0.19%
+466,287
136
$28.6M 0.19%
2,092,938
+162,252
137
$28.6M 0.19%
529,115
-40,216
138
$28.4M 0.19%
1,986,747
-202,449
139
$27.9M 0.19%
1,411,427
+335,621
140
$27.8M 0.19%
738,665
-127,586
141
$27.5M 0.19%
42,558
+6,309
142
$27.4M 0.18%
1,405,064
+133,549
143
$27.2M 0.18%
383,988
+19,828
144
$27.1M 0.18%
1,539,726
-247,731
145
$27.1M 0.18%
759,414
-506,498
146
$26.2M 0.18%
172,598
-107,209
147
$26.1M 0.18%
133,516
+17,309
148
$25.9M 0.17%
1,225,287
+1,116,242
149
$25.9M 0.17%
562,532
+78,354
150
$25.8M 0.17%
512,308
-301,465
4 5
6
7 8