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
126
$52.8M 0.19%
564,542
+160,193
127
$52.7M 0.19%
387,031
-10,436
128
$52M 0.18%
491,991
+188,101
129
$51M 0.18%
+2,837,251
130
$50.6M 0.18%
1,026,842
+53,089
131
$50.2M 0.18%
324,761
+5,245
132
$50.2M 0.18%
1,506,084
-576,199
133
$49.7M 0.18%
434,749
+143,026
134
$48.8M 0.17%
410,820
-20,968
135
$47.9M 0.17%
3,187,522
+408,479
136
$47.3M 0.17%
981,266
-35,336
137
$47.2M 0.17%
436,439
-170,844
138
$46.6M 0.16%
180,421
-387,205
139
$44.1M 0.16%
336,472
-1,763
140
$43.5M 0.15%
754,320
+204,622
141
$43.5M 0.15%
527,442
+51,626
142
$43.3M 0.15%
365,404
+150,948
143
$42.9M 0.15%
1,182,746
-1,163
144
$42.1M 0.15%
422,436
+10,349
145
$41.9M 0.15%
277,897
-8,674
146
$41.8M 0.15%
461,018
-89,386
147
$41.7M 0.15%
628,414
+264,369
148
$41.5M 0.15%
1,906,406
+770,932
149
$41.1M 0.15%
276,136
+39,954
150
$41M 0.15%
2,691,476
+59,824
4 5
6
7 8