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
526
$2.93M 0.01%
855,896
+16,041
527
$2.91M 0.01%
29,060
-629
528
$2.87M 0.01%
+57,637
529
$2.86M 0.01%
25,389
+6,056
530
$2.84M 0.01%
28,591
-262,246
531
$2.82M 0.01%
449,453
+271,205
532
$2.81M 0.01%
+296,071
533
$2.79M 0.01%
12,180
-23,955
534
$2.78M 0.01%
303,522
+12,654
535
$2.75M 0.01%
96,440
+33,510
536
$2.72M 0.01%
37,328
-6,092
537
$2.7M 0.01%
+236,747
538
$2.7M 0.01%
1,014,126
-427,982
539
$2.7M 0.01%
301,328
+60,260
540
$2.67M 0.01%
50,514
+27,638
541
$2.67M 0.01%
190,860
-113,873
542
$2.67M 0.01%
161,409
-29,469
543
$2.66M 0.01%
39,505
+8,494
544
$2.62M 0.01%
1,586,987
-913
545
$2.6M 0.01%
70,178
-77,205
546
$2.58M 0.01%
146,507
-22,902
547
$2.56M 0.01%
16,857
-99
548
$2.55M 0.01%
9,276
-8,106
549
$2.55M 0.01%
75,082
+56,997
550
$2.55M 0.01%
84,589
-95,749
20 21
22
23 24