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
401
$5.82M 0.02%
+26,472
402
$5.8M 0.02%
143,845
+133,928
403
$5.79M 0.02%
+305,239
404
$5.78M 0.02%
317,406
+60,904
405
$5.77M 0.02%
699,126
-34,558
406
$5.75M 0.02%
641,809
-52,481
407
$5.73M 0.02%
+278,013
408
$5.69M 0.02%
167,113
+1,326
409
$5.68M 0.02%
58,724
-29,155
410
$5.59M 0.02%
+148,225
411
$5.56M 0.02%
29,364
-20,050
412
$5.55M 0.02%
433,330
-110,723
413
$5.55M 0.02%
126,912
-48,880
414
$5.52M 0.02%
470,034
-94,208
415
$5.5M 0.02%
+93,926
416
$5.43M 0.02%
199,218
-3,700
417
$5.41M 0.02%
165,040
+42,267
418
$5.41M 0.02%
1,797,700
+19,534
419
$5.38M 0.02%
476,342
+459,227
420
$5.37M 0.02%
+48,030
421
$5.36M 0.02%
105,281
-13,801
422
$5.27M 0.02%
165,836
-15,812
423
$5.27M 0.02%
165,803
-271,255
424
$5.21M 0.02%
356,168
-166,472
425
$5.2M 0.02%
15,657
+14,537
15 16
17
18 19