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
1026
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1027
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-17,119
1028
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-96,978
1029
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-1,242,135
1030
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-429,133
1031
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-3,683
1032
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-14,171
1033
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-223,639
1034
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-46,416
1035
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-1,565
1036
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-11,065
1037
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-895,109
1038
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-73,424
1039
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-939,419
1040
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-97,960
1041
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-39,521
1042
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1043
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1044
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-76,110
1045
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-398,338
1046
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-7,770
1047
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-21,750
1048
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-3,850
1049
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-800
1050
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-753,845
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