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
751
$769K ﹤0.01%
19,599
-85,417
752
$766K ﹤0.01%
+197,528
753
$765K ﹤0.01%
2,344
754
$761K ﹤0.01%
35,291
+943
755
$757K ﹤0.01%
742,462
-729,255
756
$755K ﹤0.01%
2,517
-52
757
$746K ﹤0.01%
9,553
-109
758
$739K ﹤0.01%
30,607
-154,563
759
$739K ﹤0.01%
+13,105
760
$739K ﹤0.01%
+371
761
$736K ﹤0.01%
307,882
+49,824
762
$730K ﹤0.01%
8,230
+766
763
$715K ﹤0.01%
9,347
764
$713K ﹤0.01%
15,116
-227,047
765
$703K ﹤0.01%
+232,058
766
$697K ﹤0.01%
3,905
-63
767
$691K ﹤0.01%
99,236
-456,631
768
$688K ﹤0.01%
+22,343
769
$687K ﹤0.01%
+14,258
770
$657K ﹤0.01%
302,936
+16,842
771
$657K ﹤0.01%
28,681
-1,662
772
$656K ﹤0.01%
10,996
+438
773
$652K ﹤0.01%
350,407
-136,130
774
$651K ﹤0.01%
+30,942
775
$641K ﹤0.01%
323,860
-61,084
29 30
31
32 33