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
376
$3.18M 0.05%
148,500
+47,700
377
$3.17M 0.05%
43,850
+39,040
378
$3.17M 0.05%
+40,270
379
$3.11M 0.05%
141,880
-14,590
380
$3.1M 0.05%
83,265
+17,300
381
$3.1M 0.05%
265,796
+25,600
382
$3.09M 0.05%
21,626
+3,340
383
$3.08M 0.05%
148,836
+13,628
384
$3.07M 0.05%
39,338
+8,100
385
$3.06M 0.05%
+173,074
386
$3.05M 0.05%
35,061
+11,213
387
$3.04M 0.05%
120,897
-27,139
388
$2.96M 0.05%
60,670
+1,060
389
$2.92M 0.05%
+37,820
390
$2.92M 0.05%
51,800
+40,365
391
$2.91M 0.05%
23,710
+11,470
392
$2.91M 0.05%
70,786
+611
393
$2.9M 0.05%
72,310
-1,600
394
$2.9M 0.05%
143,956
+37,602
395
$2.9M 0.05%
45,160
+1,640
396
$2.88M 0.05%
98,047
+28,700
397
$2.88M 0.05%
177,600
+80,000
398
$2.87M 0.05%
+29,910
399
$2.87M 0.05%
202,190
+16,100
400
$2.85M 0.05%
55,903
-200
14 15
16
17 18