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
426
$5.2M 0.02%
817,420
-353,631
427
$5.19M 0.02%
248,430
-11,305
428
$5.18M 0.02%
+744,295
429
$5.17M 0.02%
628,510
+310,003
430
$5.15M 0.02%
369,317
+39,385
431
$5.06M 0.02%
16,869
-35,699
432
$5.04M 0.02%
82,051
-35,054
433
$5.04M 0.02%
331,137
-3,878
434
$4.97M 0.02%
128,654
435
$4.94M 0.02%
1,061,461
+798,261
436
$4.93M 0.02%
73,150
-2,125
437
$4.92M 0.02%
102,891
+9,290
438
$4.87M 0.02%
570,730
-2,505
439
$4.85M 0.02%
254,243
-3,158
440
$4.84M 0.02%
49,684
-114,290
441
$4.83M 0.02%
+293,460
442
$4.78M 0.02%
521,949
+107,829
443
$4.74M 0.02%
1,148,446
+557,842
444
$4.72M 0.02%
142,744
+284
445
$4.69M 0.02%
13,702
-612,147
446
$4.66M 0.02%
761,641
-318,332
447
$4.64M 0.02%
10,230
+7,543
448
$4.63M 0.02%
332,182
-66,124
449
$4.63M 0.02%
128,976
+18,490
450
$4.54M 0.02%
+35,745
16 17
18
19 20