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
376
$6.67M 0.02%
263,155
-29,911
377
$6.53M 0.02%
150,365
-18,781
378
$6.52M 0.02%
840,874
+120,234
379
$6.51M 0.02%
85,224
-12,601
380
$6.4M 0.02%
98,875
+6,822
381
$6.35M 0.02%
398,626
+71,936
382
$6.33M 0.02%
1,568,069
+48,230
383
$6.33M 0.02%
116,661
+57,293
384
$6.32M 0.02%
301,173
+108,918
385
$6.31M 0.02%
+407,893
386
$6.25M 0.02%
35,934
-3,870
387
$6.25M 0.02%
+18,833
388
$6.24M 0.02%
299,356
-19,341
389
$6.22M 0.02%
99,037
-252,512
390
$6.1M 0.02%
1,123,308
-136,709
391
$6.09M 0.02%
417,531
+215,241
392
$6.09M 0.02%
542,845
-16,186
393
$6.06M 0.02%
307,790
+195,465
394
$6.05M 0.02%
118,576
-4,146
395
$6.03M 0.02%
78,584
-1,352
396
$6.02M 0.02%
77,401
+42,792
397
$5.93M 0.02%
26,284
-817
398
$5.89M 0.02%
61,380
-3,322
399
$5.85M 0.02%
141,164
+128,319
400
$5.82M 0.02%
287,353
+211,769
14 15
16
17 18