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
676
$1.31M ﹤0.01%
390,899
-118,572
677
$1.3M ﹤0.01%
65,808
-1,023,257
678
$1.29M ﹤0.01%
37,977
-198
679
$1.28M ﹤0.01%
35,637
+4,818
680
$1.27M ﹤0.01%
23,084
-1,695
681
$1.25M ﹤0.01%
16,583
+9,052
682
$1.25M ﹤0.01%
+78,092
683
$1.25M ﹤0.01%
37,173
-20,054
684
$1.23M ﹤0.01%
63,918
-481,636
685
$1.22M ﹤0.01%
40,498
686
$1.22M ﹤0.01%
25,666
-806
687
$1.21M ﹤0.01%
70,431
-283,537
688
$1.2M ﹤0.01%
458,051
+315,921
689
$1.19M ﹤0.01%
314,939
-163,501
690
$1.18M ﹤0.01%
50,414
+17,439
691
$1.18M ﹤0.01%
56,987
+3,079
692
$1.17M ﹤0.01%
149,681
693
$1.17M ﹤0.01%
110,527
-59,312
694
$1.16M ﹤0.01%
+32,943
695
$1.13M ﹤0.01%
85,381
+39,307
696
$1.11M ﹤0.01%
155,233
-61,668
697
$1.11M ﹤0.01%
+108,558
698
$1.11M ﹤0.01%
9,198
699
$1.1M ﹤0.01%
17,493
-693
700
$1.1M ﹤0.01%
+157,513
26 27
28
29 30