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
651
$1.53M 0.01%
14,261
+10,697
652
$1.53M 0.01%
51,273
+24,618
653
$1.52M 0.01%
47,552
+16,417
654
$1.47M 0.01%
145,912
-3,680
655
$1.45M 0.01%
2,526
656
$1.44M 0.01%
67,228
-17,921
657
$1.43M 0.01%
576,042
-339,467
658
$1.41M 0.01%
+767,920
659
$1.41M 0.01%
+167,149
660
$1.41M 0.01%
+23,396
661
$1.39M ﹤0.01%
1,534,668
-352,844
662
$1.39M ﹤0.01%
20,031
+5,810
663
$1.38M ﹤0.01%
37,692
-111
664
$1.37M ﹤0.01%
24,412
+13,040
665
$1.36M ﹤0.01%
32,084
-1,091
666
$1.36M ﹤0.01%
40,587
+1,247
667
$1.35M ﹤0.01%
19,670
668
$1.35M ﹤0.01%
82,000
+23,070
669
$1.35M ﹤0.01%
40,899
+18,448
670
$1.35M ﹤0.01%
+17,792
671
$1.33M ﹤0.01%
561,684
+500,555
672
$1.32M ﹤0.01%
43,107
-6,297
673
$1.32M ﹤0.01%
+27,298
674
$1.32M ﹤0.01%
140,843
-25,169
675
$1.31M ﹤0.01%
+9,834
25 26
27
28 29