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
501
$3.38M 0.01%
57,902
+1,624
502
$3.37M 0.01%
35,056
-30,948
503
$3.35M 0.01%
+17,542
504
$3.35M 0.01%
46,795
-5,400
505
$3.35M 0.01%
123,292
+9,096
506
$3.35M 0.01%
926,608
+401,658
507
$3.28M 0.01%
+18,890
508
$3.28M 0.01%
390,465
-177,305
509
$3.27M 0.01%
306,924
+6,257
510
$3.26M 0.01%
+24,920
511
$3.24M 0.01%
20,628
-5,397
512
$3.24M 0.01%
104,499
+14,289
513
$3.2M 0.01%
47,545
+25,428
514
$3.11M 0.01%
162,112
-851,926
515
$3.11M 0.01%
87,867
+5,341
516
$3.09M 0.01%
+87,054
517
$3.08M 0.01%
77,349
-4,889
518
$3.08M 0.01%
315,992
+1,130
519
$3.08M 0.01%
39,999
520
$3.06M 0.01%
145,471
+63,072
521
$3.03M 0.01%
106,486
-39,699
522
$3.01M 0.01%
27,383
-980
523
$3.01M 0.01%
86,388
-4,046
524
$3M 0.01%
1,889,700
-609,952
525
$3M 0.01%
+18,500
19 20
21
22 23