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
351
$3.54M 0.06%
37,270
+19,531
352
$3.51M 0.06%
161,843
-80,087
353
$3.49M 0.06%
153,129
+5,300
354
$3.46M 0.06%
92,936
-4,703
355
$3.45M 0.06%
43,195
-4,290
356
$3.4M 0.06%
34,864
+29,614
357
$3.39M 0.06%
74,767
+9,380
358
$3.38M 0.06%
248,233
+3,062
359
$3.35M 0.06%
48,519
-4,100
360
$3.35M 0.06%
74,213
+62,783
361
$3.34M 0.06%
84,083
+66,833
362
$3.34M 0.06%
85,093
-8,720
363
$3.33M 0.06%
82,335
+28,374
364
$3.32M 0.06%
40,203
-2,100
365
$3.31M 0.06%
648,469
+163,669
366
$3.27M 0.05%
26,820
+14,457
367
$3.27M 0.05%
105,925
-7,070
368
$3.26M 0.05%
44,800
+38,540
369
$3.23M 0.05%
662,400
+29,800
370
$3.22M 0.05%
649,940
-22,200
371
$3.21M 0.05%
27,040
+13,500
372
$3.21M 0.05%
21,905
-11,828
373
$3.2M 0.05%
233,265
+17,800
374
$3.19M 0.05%
126,696
-109,313
375
$3.19M 0.05%
+2,723
13 14
15
16 17