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
451
$4.46M 0.02%
13,341
-145,707
452
$4.42M 0.02%
68,866
-8,812
453
$4.41M 0.02%
41,368
+9,588
454
$4.39M 0.02%
121,337
+2,656
455
$4.32M 0.02%
+229,369
456
$4.31M 0.02%
471,915
+17,747
457
$4.3M 0.02%
679,119
+22,288
458
$4.26M 0.02%
30,460
+27,499
459
$4.24M 0.02%
130,816
+86,246
460
$4.23M 0.01%
51,276
-12,922
461
$4.17M 0.01%
69,204
-9,718
462
$4.17M 0.01%
176,354
+677
463
$4.13M 0.01%
525,034
-1,150,580
464
$4.13M 0.01%
245,047
465
$4.13M 0.01%
438,463
-137,984
466
$4.11M 0.01%
860,955
-34,740
467
$4.1M 0.01%
622,361
+1,759
468
$4.09M 0.01%
1,099,592
-33,515
469
$4.05M 0.01%
+107,095
470
$4.02M 0.01%
40,472
+36,311
471
$4.01M 0.01%
566,426
+1,854
472
$3.94M 0.01%
107,898
+1,414
473
$3.91M 0.01%
104,814
-508
474
$3.88M 0.01%
143,740
-1,524
475
$3.85M 0.01%
+19,086
17 18
19
20 21