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
51
$137M 0.48%
1,377,437
-549,238
52
$131M 0.46%
719,059
+431,570
53
$131M 0.46%
1,266,145
+24,285
54
$131M 0.46%
3,505,937
-975,857
55
$129M 0.46%
994,598
-14,780
56
$129M 0.45%
2,218,482
+218,327
57
$128M 0.45%
1,385,894
-261,731
58
$128M 0.45%
1,549,470
+279,596
59
$128M 0.45%
3,081,847
+1,416,426
60
$127M 0.45%
5,778,763
+2,979,981
61
$125M 0.44%
520,348
+61,956
62
$122M 0.43%
1,637,443
+354,280
63
$120M 0.43%
9,338,222
+1,224,056
64
$120M 0.43%
2,096,485
+142,488
65
$120M 0.42%
512,817
+204,319
66
$118M 0.42%
668,617
-735,046
67
$115M 0.41%
285,121
+233,460
68
$110M 0.39%
10,587,873
+1,251,358
69
$109M 0.38%
760,771
+199,251
70
$102M 0.36%
359,304
+175,236
71
$102M 0.36%
+752,985
72
$96.7M 0.34%
1,147,341
+495,293
73
$96.4M 0.34%
1,296,774
+1,082,548
74
$94.3M 0.33%
1,082,974
+4,987
75
$91.6M 0.32%
799,250
+204,101
1 2
3
4 5