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
701
$1.09M ﹤0.01%
219,221
-84,313
702
$1.09M ﹤0.01%
83,078
-1,332
703
$1.09M ﹤0.01%
293,489
+7,605
704
$1.08M ﹤0.01%
44,206
-155,221
705
$1.07M ﹤0.01%
101,397
-551,651
706
$1.06M ﹤0.01%
761,669
-71,442
707
$1.06M ﹤0.01%
223,780
+94,449
708
$1.05M ﹤0.01%
479,212
-89,267
709
$1.05M ﹤0.01%
63,290
-671
710
$1.03M ﹤0.01%
+104,538
711
$1.03M ﹤0.01%
50,261
-352
712
$1.02M ﹤0.01%
41,895
-1,853
713
$1.01M ﹤0.01%
792,196
-1,558,667
714
$995K ﹤0.01%
70,211
+1,597
715
$986K ﹤0.01%
67,255
-3
716
$978K ﹤0.01%
48,571
-201,951
717
$978K ﹤0.01%
8,604
-17,692
718
$976K ﹤0.01%
3,956
-309
719
$970K ﹤0.01%
10,200
-3,658
720
$963K ﹤0.01%
+56,194
721
$954K ﹤0.01%
15,953
-1,221
722
$943K ﹤0.01%
254,046
-63,598
723
$939K ﹤0.01%
601,940
+219,100
724
$925K ﹤0.01%
17,939
-1,069
725
$919K ﹤0.01%
98,946
-58,764
27 28
29
30 31