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
851
$369K ﹤0.01%
1,451
852
$364K ﹤0.01%
14,171
853
$360K ﹤0.01%
5,310
+208
854
$359K ﹤0.01%
+129,749
855
$359K ﹤0.01%
+5,136
856
$354K ﹤0.01%
+14,465
857
$354K ﹤0.01%
51,323
-2,395
858
$344K ﹤0.01%
+36,817
859
$343K ﹤0.01%
69,989
+20,667
860
$330K ﹤0.01%
31,154
+3,809
861
$328K ﹤0.01%
5,704
862
$320K ﹤0.01%
46,115
-30,425
863
$319K ﹤0.01%
+33,893
864
$319K ﹤0.01%
19,966
+8,969
865
$306K ﹤0.01%
10,749
+1,754
866
$306K ﹤0.01%
60,787
-23,152
867
$303K ﹤0.01%
131,773
-392,479
868
$301K ﹤0.01%
8,091
-271
869
$298K ﹤0.01%
4,458
-24
870
$296K ﹤0.01%
42,521
+30,791
871
$294K ﹤0.01%
17,962
-160
872
$288K ﹤0.01%
29,602
-11,485
873
$286K ﹤0.01%
+24,187
874
$286K ﹤0.01%
300,968
-105,796
875
$282K ﹤0.01%
2,348
-42,395
33 34
35
36 37