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
101
$69M 0.24%
381,324
+76,542
102
$69M 0.24%
164,283
-24,493
103
$68.1M 0.24%
434,271
+8,657
104
$68M 0.24%
723,384
+175,327
105
$67.6M 0.24%
2,452,519
-483,879
106
$67.3M 0.24%
193,091
-4,362
107
$66.8M 0.24%
109,654
+69,640
108
$64.4M 0.23%
837,768
+563,546
109
$62.6M 0.22%
1,262,895
+17,360
110
$61.6M 0.22%
891,659
+798,877
111
$61.2M 0.22%
886,097
+32,477
112
$60.2M 0.21%
2,080,672
+385,913
113
$59.9M 0.21%
648,386
+140,095
114
$59.8M 0.21%
1,661,013
+1,086,337
115
$59.7M 0.21%
122,923
-25,194
116
$58.1M 0.21%
494,313
+49,697
117
$57.7M 0.2%
2,600,980
-97,409
118
$57.4M 0.2%
786,168
+276,466
119
$56.6M 0.2%
3,138,234
+82,967
120
$56.6M 0.2%
648,660
+152,573
121
$56.1M 0.2%
661,885
+27,605
122
$55.5M 0.2%
1,628,995
+231,407
123
$55.5M 0.2%
171,090
+1,583
124
$54.9M 0.19%
604,053
-173,801
125
$53.7M 0.19%
399,953
-49,848
3 4
5
6 7