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
201
$24.6M 0.09%
1,107,721
+113,238
202
$24.4M 0.09%
229,336
+5,591
203
$23.9M 0.08%
329,254
+32,212
204
$23.7M 0.08%
382,557
+22,551
205
$23.5M 0.08%
296,288
+222,613
206
$23.4M 0.08%
1,741,306
+477,634
207
$23.3M 0.08%
212,831
-28,358
208
$22.8M 0.08%
613,569
-60,952
209
$22.8M 0.08%
50,202
-9,561
210
$22.5M 0.08%
1,208,262
+39,094
211
$22.3M 0.08%
270,787
-17,892
212
$21.4M 0.08%
423,899
-41,456
213
$21.4M 0.08%
686,193
-104,951
214
$21.2M 0.08%
+3,710,552
215
$21.1M 0.07%
109,679
-590,876
216
$20.9M 0.07%
1,138,704
-72,610
217
$20.5M 0.07%
932,639
-35,034
218
$19.9M 0.07%
225,527
+12,950
219
$19.8M 0.07%
512,261
-31,437
220
$19.6M 0.07%
+768,333
221
$19.5M 0.07%
1,312,543
+8,902
222
$19.2M 0.07%
1,913,247
-1,160,273
223
$19.2M 0.07%
792,035
+8,639
224
$19.1M 0.07%
912,999
-144,391
225
$19M 0.07%
534,884
-38,732
7 8
9
10 11