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
$6.01B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,131
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$27.5M
3
+$24.7M
4
AZO icon
AutoZone
AZO
+$22.1M
5
LLY icon
Eli Lilly
LLY
+$20.9M

Top Sells

1
+$32.6M
2
+$25.4M
3
+$23.8M
4
MCK icon
McKesson
MCK
+$23.4M
5
PGR icon
Progressive
PGR
+$17.5M

Sector Composition

1 Technology 19.15%
2 Financials 18.28%
3 Industrials 13.51%
4 Consumer Discretionary 11.12%
5 Healthcare 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7M 0.12%
644,987
-449,802
227
$7M 0.12%
+153,794
228
$6.97M 0.12%
629,847
-18,320
229
$6.96M 0.12%
93,294
-437,181
230
$6.89M 0.11%
407,086
+40,400
231
$6.88M 0.11%
82,653
+10,843
232
$6.79M 0.11%
112,502
-48,483
233
$6.66M 0.11%
75,756
+15,800
234
$6.63M 0.11%
76,144
+11,520
235
$6.53M 0.11%
+110,310
236
$6.53M 0.11%
323,624
-26,596
237
$6.53M 0.11%
154,840
+2,440
238
$6.5M 0.11%
310,394
+4,400
239
$6.49M 0.11%
155,550
+22,770
240
$6.48M 0.11%
103,676
-227,676
241
$6.46M 0.11%
135,455
+121,915
242
$6.37M 0.11%
+47,842
243
$6.33M 0.11%
320,674
+58,800
244
$6.31M 0.11%
94,530
+32,130
245
$6.24M 0.1%
183,951
+130,141
246
$6.23M 0.1%
143,498
+24,942
247
$6.23M 0.1%
84,006
+7,210
248
$6.22M 0.1%
445,649
+213,600
249
$6.16M 0.1%
+57,504
250
$6.13M 0.1%
147,400
+16,480
8 9
10
11 12