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
76
$90.6M 0.32%
1,285,404
-57,626
77
$90.3M 0.32%
2,267,296
+2,019,295
78
$87.3M 0.31%
353,196
+52,622
79
$86.3M 0.31%
1,396,095
+393,507
80
$85.6M 0.3%
903,723
+187,935
81
$84.9M 0.3%
289,865
-379,071
82
$84.8M 0.3%
365,692
+243,186
83
$84.2M 0.3%
754,731
+94,533
84
$83.8M 0.3%
1,845,480
+389,967
85
$83.6M 0.3%
633,460
-81,283
86
$80.2M 0.28%
637,260
+16,646
87
$79.5M 0.28%
552,740
+549,347
88
$78.2M 0.28%
723,896
-143,025
89
$76.6M 0.27%
1,122,545
+1,079,103
90
$75.9M 0.27%
1,012,736
-317,850
91
$75.8M 0.27%
1,241,566
+120,237
92
$75.7M 0.27%
924,873
-23,350
93
$75.4M 0.27%
438,459
+8,531
94
$75.3M 0.27%
271,487
+10,012
95
$74.3M 0.26%
1,189,162
+295,946
96
$73.4M 0.26%
2,314,131
+569,389
97
$71.7M 0.25%
2,071,263
+36,045
98
$70.8M 0.25%
1,805,828
-357,934
99
$69.4M 0.25%
5,459,071
+1,432,569
100
$69.4M 0.25%
1,376,881
+153,100
2 3
4
5 6