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
551
$2.54M 0.01%
2,326,901
-609,988
552
$2.53M 0.01%
518,868
-191,775
553
$2.5M 0.01%
14,819
-614
554
$2.48M 0.01%
16,940
+4,686
555
$2.46M 0.01%
661,688
-71,029
556
$2.46M 0.01%
207,968
+8,266
557
$2.45M 0.01%
395,125
-389,102
558
$2.45M 0.01%
+160,146
559
$2.44M 0.01%
175,131
-11,083
560
$2.44M 0.01%
60,305
+4,480
561
$2.44M 0.01%
533,196
+177,856
562
$2.44M 0.01%
179,579
+45,717
563
$2.43M 0.01%
76,010
-19,062
564
$2.42M 0.01%
45,683
+782
565
$2.41M 0.01%
76,346
+39,156
566
$2.41M 0.01%
+26,900
567
$2.39M 0.01%
205,986
+4,919
568
$2.33M 0.01%
1,228,710
-805,459
569
$2.33M 0.01%
3,017
-13,255
570
$2.27M 0.01%
109,894
-151,516
571
$2.27M 0.01%
41,945
-55,792
572
$2.25M 0.01%
470,726
-959,807
573
$2.25M 0.01%
388,522
-17,148
574
$2.23M 0.01%
307,483
+120,618
575
$2.23M 0.01%
157,502
+101,726
21 22
23
24 25