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
826
$447K ﹤0.01%
5,351
827
$445K ﹤0.01%
15,997
-95,149
828
$444K ﹤0.01%
13,349
-309
829
$444K ﹤0.01%
+42,320
830
$437K ﹤0.01%
74,919
831
$436K ﹤0.01%
+76,464
832
$435K ﹤0.01%
69,549
-174,199
833
$434K ﹤0.01%
3,166
-6,127
834
$428K ﹤0.01%
+62,108
835
$421K ﹤0.01%
1,696
-832
836
$420K ﹤0.01%
118,520
-85,704
837
$418K ﹤0.01%
+69,016
838
$418K ﹤0.01%
19,082
-12,670
839
$418K ﹤0.01%
107,610
-68,508
840
$414K ﹤0.01%
+1,277
841
$409K ﹤0.01%
35,508
-2,228
842
$391K ﹤0.01%
7,473
843
$389K ﹤0.01%
+21,840
844
$386K ﹤0.01%
76,241
-313,970
845
$385K ﹤0.01%
8,335
+2,006
846
$385K ﹤0.01%
174,777
-60,722
847
$383K ﹤0.01%
+648,120
848
$380K ﹤0.01%
+41,980
849
$374K ﹤0.01%
161,864
-283,754
850
$372K ﹤0.01%
+21,784
32 33
34
35 36