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
401
$2.8M 0.05%
42,750
+34,430
402
$2.8M 0.05%
79,142
+12,000
403
$2.77M 0.05%
321,701
-184,931
404
$2.76M 0.05%
110,740
+84,680
405
$2.75M 0.05%
230,868
+12,400
406
$2.72M 0.05%
20,158
407
$2.67M 0.04%
29,090
408
$2.65M 0.04%
+52,450
409
$2.65M 0.04%
73,383
+26,294
410
$2.64M 0.04%
69,638
+8,750
411
$2.64M 0.04%
453,940
-11,100
412
$2.63M 0.04%
+132,713
413
$2.6M 0.04%
68,620
+52,620
414
$2.6M 0.04%
35,745
-2,350
415
$2.59M 0.04%
34,150
+7,920
416
$2.58M 0.04%
169,658
-90,978
417
$2.57M 0.04%
31,144
-2,213
418
$2.52M 0.04%
145,760
+58,440
419
$2.51M 0.04%
+90,370
420
$2.5M 0.04%
47,092
+2,000
421
$2.5M 0.04%
70,116
+36,991
422
$2.5M 0.04%
52,272
-220,989
423
$2.49M 0.04%
92,070
-97,557
424
$2.48M 0.04%
411,879
+188,746
425
$2.46M 0.04%
181,354
+5,200
15 16
17
18 19