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
301
$4.51M 0.08%
42,540
+17,340
302
$4.49M 0.07%
61,384
+40,758
303
$4.46M 0.07%
88,791
-13,990
304
$4.43M 0.07%
133,358
-5,800
305
$4.41M 0.07%
216,705
+56,209
306
$4.38M 0.07%
140,214
+51,790
307
$4.35M 0.07%
82,430
-208,600
308
$4.34M 0.07%
39,840
-7,520
309
$4.31M 0.07%
50,110
+47,330
310
$4.31M 0.07%
58,871
+53,011
311
$4.3M 0.07%
47,840
-44,178
312
$4.24M 0.07%
82,210
+4,610
313
$4.11M 0.07%
107,410
+15,010
314
$4.1M 0.07%
819,742
-25,800
315
$4.1M 0.07%
163,871
+38,180
316
$4.09M 0.07%
89,789
-1,273
317
$4.08M 0.07%
318,729
+15,100
318
$4.05M 0.07%
223,382
-8,480
319
$4.04M 0.07%
1,071,256
+26,770
320
$4.04M 0.07%
132,516
-2,380
321
$3.99M 0.07%
86,870
+57,090
322
$3.98M 0.07%
215,933
-109,004
323
$3.95M 0.07%
42,330
+23,830
324
$3.93M 0.07%
182,772
+174,942
325
$3.92M 0.07%
+39,600
11 12
13
14 15