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
326
$3.9M 0.07%
120,376
-40,400
327
$3.88M 0.06%
133,771
+20,800
328
$3.88M 0.06%
+22,484
329
$3.87M 0.06%
87,040
-17,314
330
$3.87M 0.06%
82,514
+50,255
331
$3.85M 0.06%
27,096
-700
332
$3.84M 0.06%
64,380
+31,845
333
$3.83M 0.06%
122,250
+10,160
334
$3.82M 0.06%
317,250
+3,000
335
$3.8M 0.06%
30,990
+25,120
336
$3.79M 0.06%
44,450
+11,870
337
$3.79M 0.06%
46,649
-165,500
338
$3.79M 0.06%
65,661
+9,200
339
$3.77M 0.06%
72,380
-120,010
340
$3.77M 0.06%
72,010
-37,800
341
$3.76M 0.06%
96,709
+12,500
342
$3.75M 0.06%
243,600
-168,908
343
$3.7M 0.06%
119,790
+7,870
344
$3.7M 0.06%
100,647
-6,120
345
$3.7M 0.06%
214,448
+21,402
346
$3.7M 0.06%
129,938
+24,700
347
$3.63M 0.06%
153,393
+6,164
348
$3.63M 0.06%
140,110
-45,939
349
$3.61M 0.06%
55,213
+24,682
350
$3.6M 0.06%
153,626
-2,590
12 13
14
15 16