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
176
$21.2M 0.14%
618,398
-82,232
177
$21M 0.14%
841,721
+316,975
178
$20.9M 0.14%
1,684,164
+741,885
179
$20.8M 0.14%
221,518
+208,411
180
$20.6M 0.14%
446,359
-3,742
181
$20.5M 0.14%
376,025
+214,374
182
$20.4M 0.14%
701,560
-294,995
183
$20.3M 0.14%
70,608
+68,473
184
$20.3M 0.14%
790,301
-10,185
185
$20.2M 0.14%
+1,285,029
186
$20.2M 0.14%
166,004
+88,521
187
$19.9M 0.13%
506,110
-11,110
188
$19.9M 0.13%
2,023,693
-142,055
189
$19.9M 0.13%
179,541
+6,274
190
$19.9M 0.13%
765,253
-66,265
191
$19.8M 0.13%
171,841
-80,618
192
$19.7M 0.13%
803,643
-8,613
193
$19.2M 0.13%
928,737
+25,026
194
$19M 0.13%
333,910
-657,210
195
$18.8M 0.13%
297,951
-14,794
196
$18.6M 0.13%
+758,233
197
$18.6M 0.13%
218,758
-227,721
198
$18.6M 0.12%
293,277
-39,620
199
$18.2M 0.12%
1,087,962
-2,919,666
200
$18M 0.12%
2,022,755
-85,827
6 7
8
9 10