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
276
$5.36M 0.09%
179,648
-53,033
277
$5.31M 0.09%
212,703
-7,800
278
$5.3M 0.09%
214,164
-9,590
279
$5.26M 0.09%
121,540
+11,820
280
$5.19M 0.09%
71,830
+44,090
281
$5.15M 0.09%
+106,134
282
$5.06M 0.08%
87,190
+41,600
283
$5.01M 0.08%
62,230
-31,680
284
$4.99M 0.08%
254,740
+182,630
285
$4.96M 0.08%
169,110
-10,730
286
$4.96M 0.08%
116,595
-22,470
287
$4.93M 0.08%
244,692
-9,210
288
$4.82M 0.08%
+81,350
289
$4.81M 0.08%
+412,783
290
$4.76M 0.08%
171,622
-5,300
291
$4.66M 0.08%
+168,945
292
$4.64M 0.08%
18,931
-9,675
293
$4.61M 0.08%
78,392
-1,250
294
$4.58M 0.08%
245,550
-137,055
295
$4.56M 0.08%
206,691
-820
296
$4.55M 0.08%
98,272
-36,281
297
$4.53M 0.08%
75,660
-100
298
$4.53M 0.08%
331,661
-2,100
299
$4.53M 0.08%
277,600
+98,900
300
$4.51M 0.08%
112,339
-3,479
10 11
12
13 14