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
201
$17.9M 0.12%
787,728
+414,882
202
$17.8M 0.12%
306,323
-82,733
203
$17.8M 0.12%
660,030
-4,638
204
$17.7M 0.12%
524,512
+512,492
205
$17.7M 0.12%
29,980
+7,735
206
$17.3M 0.12%
108,060
207
$17.3M 0.12%
1,809,792
+84,264
208
$17.2M 0.12%
2,296,292
-82,006
209
$17.1M 0.12%
413,044
+1,175
210
$17.1M 0.12%
1,269,342
-28,156
211
$16.9M 0.11%
513,641
+390,616
212
$16.9M 0.11%
111,983
+41,667
213
$16.6M 0.11%
441,689
-12,893
214
$16.5M 0.11%
516,159
-12,585
215
$16.5M 0.11%
187,197
+132,796
216
$16.4M 0.11%
245,758
+38,122
217
$16.4M 0.11%
565,219
+246,033
218
$16.3M 0.11%
3,404
+519
219
$16.3M 0.11%
1,942,954
+472,527
220
$16.3M 0.11%
181,665
-12,846
221
$16.1M 0.11%
168,128
-136,014
222
$16M 0.11%
430,757
+2,584
223
$15.9M 0.11%
+49,821
224
$15.9M 0.11%
395,751
-6,260
225
$15.9M 0.11%
630,859
-53,542
7 8
9
10 11