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
901
$201K ﹤0.01%
+4,300
902
$187K ﹤0.01%
114,251
-613,011
903
$185K ﹤0.01%
+14,494
904
$185K ﹤0.01%
41,023
-52,350
905
$184K ﹤0.01%
15,162
-2,592
906
$171K ﹤0.01%
45,846
-312,445
907
$169K ﹤0.01%
12,468
-15,902
908
$156K ﹤0.01%
48,613
-232,865
909
$152K ﹤0.01%
41,395
-23,255
910
$137K ﹤0.01%
+65,008
911
$126K ﹤0.01%
81,578
-489,818
912
$125K ﹤0.01%
25,542
913
$124K ﹤0.01%
19,752
-15,697
914
$120K ﹤0.01%
+34,844
915
$119K ﹤0.01%
+13,236
916
$113K ﹤0.01%
18,261
-262,010
917
$109K ﹤0.01%
+16,500
918
$96.5K ﹤0.01%
14,943
-138,275
919
$81.4K ﹤0.01%
+19,424
920
$77.8K ﹤0.01%
13,169
-2,482
921
$58.7K ﹤0.01%
+10,951
922
$57.6K ﹤0.01%
18,951
-84,489
923
$23.7K ﹤0.01%
45,602
-112,070
924
$21.6K ﹤0.01%
12,193
-11,925
925
$14.4K ﹤0.01%
+852
35 36
37
38 39