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
801
$553K ﹤0.01%
+16,222
802
$552K ﹤0.01%
14,236
-42
803
$548K ﹤0.01%
70,469
-6,239
804
$538K ﹤0.01%
22,192
+2,816
805
$537K ﹤0.01%
101,578
-31,935
806
$537K ﹤0.01%
27,284
-5,112
807
$535K ﹤0.01%
85,940
+9,085
808
$535K ﹤0.01%
13,174
+2,028
809
$530K ﹤0.01%
+218
810
$519K ﹤0.01%
+1,033,763
811
$516K ﹤0.01%
+136,262
812
$516K ﹤0.01%
29,079
813
$516K ﹤0.01%
161
-19
814
$514K ﹤0.01%
7,860
-10,050
815
$501K ﹤0.01%
16,661
+5,022
816
$501K ﹤0.01%
+91,909
817
$487K ﹤0.01%
41,119
+115
818
$482K ﹤0.01%
34,419
-869
819
$467K ﹤0.01%
+3,305
820
$463K ﹤0.01%
86,765
-54,919
821
$462K ﹤0.01%
15,958
-41
822
$461K ﹤0.01%
+9,954
823
$460K ﹤0.01%
8,513
824
$456K ﹤0.01%
+17,804
825
$450K ﹤0.01%
+31,367
31 32
33
34 35