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
726
$913K ﹤0.01%
16,807
+6,005
727
$905K ﹤0.01%
7,085
728
$900K ﹤0.01%
708,409
+178,575
729
$900K ﹤0.01%
150,071
+6,392
730
$887K ﹤0.01%
+69,265
731
$886K ﹤0.01%
+6,690
732
$880K ﹤0.01%
59,488
+32,211
733
$874K ﹤0.01%
1,387
-2,364
734
$872K ﹤0.01%
85,240
-62
735
$870K ﹤0.01%
+439,215
736
$856K ﹤0.01%
72,166
-14,958
737
$850K ﹤0.01%
666,574
+491,595
738
$846K ﹤0.01%
6,675
-104
739
$837K ﹤0.01%
14,778
+688
740
$836K ﹤0.01%
71,667
-53,944
741
$835K ﹤0.01%
+99,012
742
$830K ﹤0.01%
787
-294
743
$829K ﹤0.01%
7,190
744
$828K ﹤0.01%
+20,064
745
$828K ﹤0.01%
3,354
-15,184
746
$828K ﹤0.01%
4,859
+810
747
$815K ﹤0.01%
539,893
-165,700
748
$807K ﹤0.01%
+30,984
749
$800K ﹤0.01%
2,268
750
$791K ﹤0.01%
+141,772
28 29
30
31 32