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
151
$25.5M 0.17%
286,789
+41,381
152
$25.5M 0.17%
1,619,200
-11,895
153
$25.4M 0.17%
132,108
-4,517
154
$25.3M 0.17%
668,299
-69,752
155
$25M 0.17%
1,032,398
+241,467
156
$24.4M 0.16%
71,796
-10,286
157
$24.2M 0.16%
252,857
+187,187
158
$23.9M 0.16%
1,331,985
+136,005
159
$23.9M 0.16%
562,947
+181,792
160
$23.8M 0.16%
41,640
+18,118
161
$23.7M 0.16%
2,690,673
-43,150
162
$23.1M 0.16%
66,299
+7,406
163
$23M 0.15%
6,121,160
+725,764
164
$22.6M 0.15%
539,214
+1,595
165
$22.6M 0.15%
134,910
+20,838
166
$22.5M 0.15%
348,240
-122,660
167
$22.3M 0.15%
977,470
-129,328
168
$22M 0.15%
516,922
+382,557
169
$21.9M 0.15%
+1,313,606
170
$21.9M 0.15%
437,658
+101,893
171
$21.7M 0.15%
132,423
+6,130
172
$21.6M 0.15%
323,115
+298,933
173
$21.5M 0.14%
3,286,210
+1,406,823
174
$21.3M 0.14%
632,830
-60,154
175
$21.3M 0.14%
2,557,109
+376,621
5 6
7
8 9