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
26
$211M 0.75%
400,546
+68,419
27
$206M 0.73%
2,282,280
-381,161
28
$202M 0.72%
6,014,828
+2,391,495
29
$192M 0.68%
2,451,179
+719,866
30
$192M 0.68%
4,337,348
+1,504,016
31
$189M 0.67%
3,086,513
+269,866
32
$189M 0.67%
9,409,427
-1,004,117
33
$184M 0.65%
6,133,778
-105,715
34
$181M 0.64%
889,624
+597,743
35
$176M 0.62%
2,064,816
-87,656
36
$176M 0.62%
1,541,240
+942,922
37
$165M 0.59%
1,349,933
-233,754
38
$165M 0.58%
2,853,348
+326,832
39
$164M 0.58%
1,612,826
-251,212
40
$162M 0.57%
1,398,967
+119,701
41
$156M 0.55%
+2,947,687
42
$156M 0.55%
537,057
+32,273
43
$155M 0.55%
541,741
+97,350
44
$153M 0.54%
731,846
+190,711
45
$151M 0.54%
4,202,179
+1,918,965
46
$150M 0.53%
1,963,368
-13,368
47
$150M 0.53%
589,287
+1,615
48
$145M 0.51%
863,090
+98,690
49
$144M 0.51%
4,803,433
+1,235,796
50
$139M 0.49%
652,642
+8,161
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