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
776
$639K ﹤0.01%
+57,096
777
$635K ﹤0.01%
21,768
-4,031
778
$634K ﹤0.01%
57,626
-45,043
779
$634K ﹤0.01%
269,653
+230,845
780
$628K ﹤0.01%
+24,417
781
$626K ﹤0.01%
15,746
+462
782
$624K ﹤0.01%
13,683
+276
783
$617K ﹤0.01%
10,134
784
$616K ﹤0.01%
14,993
+352
785
$613K ﹤0.01%
36,517
+18,029
786
$613K ﹤0.01%
7,167
-912
787
$609K ﹤0.01%
13,695
-3,584
788
$607K ﹤0.01%
+139,854
789
$605K ﹤0.01%
+13,843
790
$603K ﹤0.01%
847
-22,744
791
$603K ﹤0.01%
19,621
+2,046
792
$596K ﹤0.01%
53,793
-188,650
793
$595K ﹤0.01%
13,343
+506
794
$584K ﹤0.01%
14,551
-12,605
795
$576K ﹤0.01%
16,637
+362
796
$572K ﹤0.01%
+73,537
797
$571K ﹤0.01%
33,122
-99,489
798
$566K ﹤0.01%
83,370
-217,991
799
$566K ﹤0.01%
19,670
+955
800
$563K ﹤0.01%
48,079
30 31
32
33 34