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
626
$1.71M 0.01%
168,001
-85,210
627
$1.7M 0.01%
262,825
-112,170
628
$1.7M 0.01%
126,774
629
$1.68M 0.01%
+10,260
630
$1.67M 0.01%
12,617
-1,000
631
$1.67M 0.01%
270,475
-1,902
632
$1.67M 0.01%
290,011
+98,285
633
$1.65M 0.01%
138,883
-138,636
634
$1.65M 0.01%
60,320
+595
635
$1.64M 0.01%
97,744
+8,604
636
$1.64M 0.01%
979,425
+578,044
637
$1.63M 0.01%
26,417
-20,901
638
$1.62M 0.01%
174,986
+29,695
639
$1.61M 0.01%
+968,552
640
$1.61M 0.01%
+15,737
641
$1.61M 0.01%
136,314
+18,885
642
$1.6M 0.01%
+517,426
643
$1.59M 0.01%
1,547,215
+23,139
644
$1.59M 0.01%
44,480
+4,758
645
$1.59M 0.01%
53,292
-9,468
646
$1.58M 0.01%
13,399
-434,293
647
$1.58M 0.01%
114,675
-400
648
$1.58M 0.01%
859,373
+37,627
649
$1.56M 0.01%
10,237
-879
650
$1.55M 0.01%
50,657
+28,645
24 25
26
27 28