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
151
$39.8M 0.14%
210,480
+206,271
152
$39M 0.14%
210,160
+188,492
153
$38.9M 0.14%
502,326
+28,623
154
$37.9M 0.13%
2,565,508
-834
155
$37.9M 0.13%
2,174,213
+583,836
156
$37.3M 0.13%
826,519
-659,778
157
$37.1M 0.13%
105,475
+100,197
158
$37.1M 0.13%
3,441,259
+801,578
159
$37M 0.13%
40,429
+32,304
160
$36.7M 0.13%
1,253,630
-10,140
161
$36.3M 0.13%
430,164
+49,332
162
$35.5M 0.13%
1,123,903
-1,301,273
163
$35.2M 0.12%
6,020,820
+1,919,287
164
$35.2M 0.12%
732,689
+24,662
165
$35.1M 0.12%
3,397,658
+273,194
166
$35M 0.12%
455,258
-768,924
167
$34.9M 0.12%
925,893
-539,344
168
$34.8M 0.12%
452,885
-3,198
169
$34.6M 0.12%
728,052
-278,201
170
$34M 0.12%
+80,121
171
$33.9M 0.12%
2,932,019
+1,419,463
172
$33.1M 0.12%
471,756
-217,329
173
$31.7M 0.11%
171,215
+2,685
174
$30.8M 0.11%
1,119,750
+216,903
175
$30.3M 0.11%
229,269
+38,346
5 6
7
8 9