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
176
$30.2M 0.11%
740,761
+393,726
177
$30.2M 0.11%
516,303
+169,919
178
$30.2M 0.11%
163,832
-18,128
179
$29.9M 0.11%
82,617
+11,149
180
$29.9M 0.11%
335,790
+6,770
181
$29.4M 0.1%
66,105
-51,278
182
$29.2M 0.1%
415,392
-78,321
183
$29.1M 0.1%
761,770
+98,686
184
$29M 0.1%
856,179
-153,894
185
$28.7M 0.1%
679,779
-18,185
186
$28.6M 0.1%
432,309
+310,217
187
$28.4M 0.1%
880,211
-40,945
188
$28.4M 0.1%
304,425
-67,461
189
$27.7M 0.1%
298,895
-264,821
190
$27.4M 0.1%
308,962
+9,078
191
$26.9M 0.1%
487,412
+474,023
192
$26.6M 0.09%
1,243,580
+428,864
193
$26.2M 0.09%
58,665
+7,093
194
$26.1M 0.09%
+276,957
195
$25.9M 0.09%
330,898
+22,676
196
$25.8M 0.09%
371,308
-3,931,907
197
$24.8M 0.09%
241,891
+10,542
198
$24.7M 0.09%
708,723
+364,209
199
$24.6M 0.09%
124,706
-122,411
200
$24.6M 0.09%
370,140
+1,835
6 7
8
9 10