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
576
$2.21M 0.01%
138,659
-6,918
577
$2.2M 0.01%
31,830
-2,711
578
$2.2M 0.01%
125,711
+109,582
579
$2.2M 0.01%
90,032
+845
580
$2.15M 0.01%
10,590
+5,980
581
$2.13M 0.01%
135,193
+13,138
582
$2.12M 0.01%
+161,901
583
$2.09M 0.01%
+62,286
584
$2.08M 0.01%
662,981
-663,410
585
$2.06M 0.01%
444,574
+173,349
586
$2.04M 0.01%
131,770
+42,251
587
$2.03M 0.01%
119,558
+19,859
588
$2.02M 0.01%
28,575
-516
589
$2M 0.01%
235,986
+1,108
590
$2M 0.01%
1,059,691
+42,004
591
$1.98M 0.01%
219,075
+94,984
592
$1.96M 0.01%
+118,976
593
$1.96M 0.01%
+249,065
594
$1.95M 0.01%
+19,191
595
$1.95M 0.01%
881,148
+66,524
596
$1.94M 0.01%
34,294
-3,141
597
$1.94M 0.01%
42,080
-768
598
$1.92M 0.01%
+1,208,069
599
$1.9M 0.01%
94,823
-1,601
600
$1.88M 0.01%
103,961
+87,152
22 23
24
25 26