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
251
$6.12M 0.1%
304,900
+204,100
252
$6.12M 0.1%
53,130
-35,140
253
$6.04M 0.1%
295,450
-66,670
254
$6.01M 0.1%
98,240
+50
255
$6M 0.1%
72,312
+58,012
256
$5.97M 0.1%
103,482
+11,900
257
$5.95M 0.1%
276,305
+232,751
258
$5.9M 0.1%
312,512
-120,577
259
$5.88M 0.1%
128,647
-159,191
260
$5.86M 0.1%
144,223
-1,710
261
$5.85M 0.1%
+213,979
262
$5.84M 0.1%
83,561
-4,000
263
$5.83M 0.1%
181,877
+31,580
264
$5.82M 0.1%
135,497
-21,700
265
$5.72M 0.1%
363,203
+22,400
266
$5.67M 0.09%
527,488
+175,837
267
$5.64M 0.09%
85,434
+4,900
268
$5.6M 0.09%
23,331
-10,765
269
$5.58M 0.09%
358,559
+30,400
270
$5.56M 0.09%
195,287
+31,510
271
$5.55M 0.09%
996,209
-22,000
272
$5.44M 0.09%
234,110
-38,670
273
$5.42M 0.09%
124,810
+13,890
274
$5.42M 0.09%
209,909
+51,780
275
$5.37M 0.09%
91,791
+18,900
9 10
11
12 13