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
426
$2.46M 0.04%
+50,160
427
$2.45M 0.04%
68,800
-2,300
428
$2.44M 0.04%
54,400
+16,960
429
$2.43M 0.04%
46,260
430
$2.42M 0.04%
276,322
+31,400
431
$2.41M 0.04%
175,730
+62,290
432
$2.41M 0.04%
57,690
+49,490
433
$2.4M 0.04%
86,327
+15,600
434
$2.38M 0.04%
39,450
+12,600
435
$2.38M 0.04%
116,973
+101,892
436
$2.37M 0.04%
61,150
+34,860
437
$2.37M 0.04%
398,505
-627,584
438
$2.36M 0.04%
153,100
+71,300
439
$2.34M 0.04%
224,491
+83,900
440
$2.34M 0.04%
143,698
-7,200
441
$2.34M 0.04%
154,091
+31,300
442
$2.32M 0.04%
28,720
-680
443
$2.32M 0.04%
+58,785
444
$2.32M 0.04%
34,296
-40,788
445
$2.31M 0.04%
104,861
-88,441
446
$2.29M 0.04%
144,403
-52,411
447
$2.29M 0.04%
228,100
+128,900
448
$2.27M 0.04%
+21,810
449
$2.27M 0.04%
27,210
-6,240
450
$2.27M 0.04%
+19,780
16 17
18
19 20