Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$356M
2
+$283M
3
+$261M
4
GEV icon
GE Vernova
GEV
+$216M
5
TSCO icon
Tractor Supply
TSCO
+$167M

Top Sells

1
+$275M
2
+$214M
3
+$204M
4
WSM icon
Williams-Sonoma
WSM
+$164M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$150M

Sector Composition

1 Technology 30.61%
2 Financials 14.28%
3 Consumer Discretionary 13.84%
4 Industrials 12.88%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.81M 0.01%
39,762
477
$3.78M 0.01%
25,253
-14,165
478
$3.75M 0.01%
529,406
-119,243
479
$3.71M 0.01%
2,307,264
+147,441
480
$3.7M 0.01%
45,878
-13,706
481
$3.68M 0.01%
93,121
-18,962
482
$3.68M 0.01%
212,717
+10,914
483
$3.66M 0.01%
163,435
+111,837
484
$3.64M 0.01%
55,724
-82,278
485
$3.59M 0.01%
134,782
-361,739
486
$3.59M 0.01%
360,476
-220,307
487
$3.57M 0.01%
+777,029
488
$3.55M 0.01%
209,836
-53,898
489
$3.52M 0.01%
130,397
+35,951
490
$3.51M 0.01%
34,324
-3,532
491
$3.5M 0.01%
97,184
-15,975
492
$3.47M 0.01%
+50,188
493
$3.47M 0.01%
46,927
-6,715
494
$3.45M 0.01%
37,441
+22,899
495
$3.45M 0.01%
118,978
+1,198
496
$3.43M 0.01%
103,381
-24,168
497
$3.4M 0.01%
202,089
+24,749
498
$3.4M 0.01%
+244,245
499
$3.39M 0.01%
18,119
-3,364
500
$3.39M 0.01%
439,959
+94,492
18 19
20
21 22