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
351
$7.71M 0.03%
192,133
-607,637
352
$7.58M 0.03%
271,214
-2,242,212
353
$7.57M 0.03%
569,106
+70,862
354
$7.38M 0.03%
219,528
+3,874
355
$7.36M 0.03%
56,093
-29,105
356
$7.19M 0.03%
455,522
-15,036
357
$7.18M 0.03%
396,302
+34,817
358
$7.13M 0.03%
985,258
-263,166
359
$7.1M 0.03%
101,542
+93,334
360
$7.08M 0.03%
922,134
+716,271
361
$7.05M 0.02%
56,749
-108,019
362
$7.03M 0.02%
106,902
-796,453
363
$6.98M 0.02%
1,006,875
+155,439
364
$6.97M 0.02%
378,806
-710,748
365
$6.96M 0.02%
+34,771
366
$6.93M 0.02%
+465,304
367
$6.91M 0.02%
295,679
-90,263
368
$6.87M 0.02%
101,830
-931
369
$6.84M 0.02%
268,228
+960
370
$6.83M 0.02%
399,412
-117,679
371
$6.81M 0.02%
181,856
+42,710
372
$6.79M 0.02%
318,519
+4,111
373
$6.72M 0.02%
301,683
+78,553
374
$6.7M 0.02%
191,455
-9,574
375
$6.69M 0.02%
129,939
+3,159
13 14
15
16 17