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
601
$1.86M 0.01%
247,795
-119,719
602
$1.86M 0.01%
155,437
+19,923
603
$1.86M 0.01%
37,069
+3,028
604
$1.85M 0.01%
+20,103
605
$1.84M 0.01%
565,904
-424
606
$1.84M 0.01%
17,867
-1,790
607
$1.83M 0.01%
68,485
+17,286
608
$1.82M 0.01%
38,486
+12,700
609
$1.81M 0.01%
52,057
+4,398
610
$1.8M 0.01%
171,662
-23,946
611
$1.8M 0.01%
53,296
612
$1.8M 0.01%
+219,852
613
$1.8M 0.01%
61,936
+2,043
614
$1.8M 0.01%
+29,579
615
$1.8M 0.01%
68,173
+3,113
616
$1.78M 0.01%
426,932
+17,556
617
$1.77M 0.01%
185,317
618
$1.77M 0.01%
58,461
+4,128
619
$1.77M 0.01%
46,638
+18,277
620
$1.77M 0.01%
187,817
-24,738
621
$1.75M 0.01%
90,008
+808
622
$1.75M 0.01%
122,480
+110,745
623
$1.73M 0.01%
461,959
+442,090
624
$1.72M 0.01%
122,528
-57,151
625
$1.72M 0.01%
20,246
-469
23 24
25
26 27