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
326
$8.72M 0.03%
171,368
-21,704
327
$8.56M 0.03%
+454,261
328
$8.55M 0.03%
428,157
-289,805
329
$8.55M 0.03%
200,075
+5,583
330
$8.52M 0.03%
+977,920
331
$8.47M 0.03%
61,778
-789
332
$8.45M 0.03%
531,284
-56,617
333
$8.44M 0.03%
822,243
+19,507
334
$8.43M 0.03%
264,787
+1,700
335
$8.35M 0.03%
780,590
+23,324
336
$8.35M 0.03%
88,326
-958,953
337
$8.23M 0.03%
806,476
-90,649
338
$8.19M 0.03%
103,600
-136,128
339
$8.13M 0.03%
424,217
+7,943
340
$8.11M 0.03%
185,262
+192
341
$8.07M 0.03%
440,712
+2,247
342
$8.06M 0.03%
1,160,806
+23,211
343
$7.97M 0.03%
307,653
-12,634
344
$7.88M 0.03%
+140,309
345
$7.87M 0.03%
2,343,284
+145,846
346
$7.87M 0.03%
296,301
-115,764
347
$7.8M 0.03%
+644,576
348
$7.76M 0.03%
114,958
+26,406
349
$7.74M 0.03%
137,045
-5,730
350
$7.73M 0.03%
366,877
+2,181
12 13
14
15 16