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
251
$15M 0.05%
308,368
-1,078,739
252
$14.8M 0.05%
1,421,237
-252,981
253
$14.8M 0.05%
2,117,394
-54,427
254
$14.7M 0.05%
260,538
-53,589
255
$14.7M 0.05%
23,315
-335,519
256
$14.6M 0.05%
1,229,179
+240,127
257
$14.5M 0.05%
776,313
+207,872
258
$14.5M 0.05%
1,775
-8,472
259
$14.1M 0.05%
506,756
+93,737
260
$14.1M 0.05%
2,705,120
+579,114
261
$14M 0.05%
430,859
+196,994
262
$14M 0.05%
83,639
+15,613
263
$13.8M 0.05%
225,954
+4,389
264
$13.8M 0.05%
433,492
-68,044
265
$13.8M 0.05%
578,762
+8,043
266
$13.8M 0.05%
2,155,558
-187,922
267
$13.7M 0.05%
2,346,254
+72,337
268
$13.6M 0.05%
29,861
-21,565
269
$13.3M 0.05%
1,023,167
-10,432
270
$13.3M 0.05%
342,997
-2,715
271
$13.1M 0.05%
322,960
-6,017
272
$13M 0.05%
306,114
-36,161
273
$12.6M 0.04%
56,783
-3,284
274
$12.5M 0.04%
244,840
-16,277
275
$12.5M 0.04%
46,115
-7,757
9 10
11
12 13