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
$28.3B
AUM Growth
+$2.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,069
New
Increased
Reduced
Closed

Top Buys

1
+$382M
2
+$269M
3
+$251M
4
GEV icon
GE Vernova
GEV
+$227M
5
AAPL icon
Apple
AAPL
+$163M

Top Sells

1
+$273M
2
+$211M
3
+$209M
4
WSM icon
Williams-Sonoma
WSM
+$192M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$130M

Sector Composition

1 Technology 30.61%
2 Financials 14.28%
3 Consumer Discretionary 13.84%
4 Industrials 12.66%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.9M 0.07%
446,864
-10,938
227
$18.2M 0.06%
+1,020,105
228
$18.1M 0.06%
38,560
+22,831
229
$17.9M 0.06%
349,866
+343,613
230
$17.7M 0.06%
503,730
+68,303
231
$17.5M 0.06%
10,304
+1,459
232
$17.4M 0.06%
59,604
-4,412
233
$17.3M 0.06%
674,785
+354,457
234
$17.3M 0.06%
963,142
-161,361
235
$17.2M 0.06%
199,831
+25,832
236
$17.2M 0.06%
193,008
+24,766
237
$17.2M 0.06%
2,570,226
+1,031,078
238
$16.5M 0.06%
153,033
-127,795
239
$16.4M 0.06%
258,110
-3,481
240
$16.1M 0.06%
861,645
-273,974
241
$16.1M 0.06%
3,623,026
-642,074
242
$15.9M 0.06%
528,319
+6,340
243
$15.7M 0.06%
851,320
-23,157
244
$15.7M 0.06%
182,776
-26,984
245
$15.6M 0.06%
908,452
-1,229,688
246
$15.4M 0.05%
433,392
-6,029
247
$15.4M 0.05%
419,892
-22,827
248
$15.2M 0.05%
1,124,744
+149,875
249
$15.2M 0.05%
2,020,431
+471,338
250
$15.1M 0.05%
436,564
-14,251
8 9
10
11 12