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
876
$280K ﹤0.01%
8,687
+2,568
877
$279K ﹤0.01%
+28,888
878
$278K ﹤0.01%
65,440
-47,849
879
$274K ﹤0.01%
21,464
880
$272K ﹤0.01%
+291,701
881
$268K ﹤0.01%
+15,100
882
$264K ﹤0.01%
72,625
-135,268
883
$255K ﹤0.01%
+2,191
884
$247K ﹤0.01%
9,026
-219,653
885
$246K ﹤0.01%
24,877
-1,760
886
$246K ﹤0.01%
+875
887
$242K ﹤0.01%
+4,208
888
$239K ﹤0.01%
66,182
-70,442
889
$235K ﹤0.01%
6,416
890
$231K ﹤0.01%
3,995
891
$229K ﹤0.01%
7,208
-78,560
892
$228K ﹤0.01%
10,919
893
$226K ﹤0.01%
3,654
-814,687
894
$219K ﹤0.01%
+8,805
895
$219K ﹤0.01%
2,957
-93,620
896
$216K ﹤0.01%
1,168
-1,035,088
897
$208K ﹤0.01%
31,072
-1,420
898
$206K ﹤0.01%
+7,428
899
$201K ﹤0.01%
8,726
-39,960
900
$201K ﹤0.01%
+9,418
34 35
36
37 38