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
301
$10.4M 0.04%
93,577
+13,343
302
$10.2M 0.04%
360,441
+238,770
303
$10.1M 0.04%
105,980
+23,103
304
$10.1M 0.04%
228,645
+3,868
305
$10.1M 0.04%
41,956
-555
306
$10M 0.04%
542,433
+62,092
307
$10M 0.04%
683,064
+6,600
308
$9.85M 0.03%
281,813
-368,966
309
$9.83M 0.03%
345,646
+4,952
310
$9.69M 0.03%
469,069
+93,494
311
$9.63M 0.03%
1,032,819
+91,425
312
$9.59M 0.03%
76,157
-89,154
313
$9.55M 0.03%
+41,136
314
$9.5M 0.03%
87,216
-47,166
315
$9.44M 0.03%
83,636
+1,299
316
$9.33M 0.03%
391,434
-144,670
317
$9.33M 0.03%
235,834
+50,525
318
$9.19M 0.03%
19,759
-6,813
319
$9.17M 0.03%
588,439
+32,078
320
$9.17M 0.03%
67,189
-456,979
321
$9.06M 0.03%
594,502
+54,801
322
$9.02M 0.03%
847,936
-88,800
323
$8.95M 0.03%
48,011
-550,780
324
$8.83M 0.03%
518,607
-61,198
325
$8.73M 0.03%
118,223
+16,482
11 12
13
14 15