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
451
$2.26M 0.04%
81,724
-62,767
452
$2.25M 0.04%
53,611
-25,871
453
$2.23M 0.04%
+14,910
454
$2.22M 0.04%
105,151
+40,500
455
$2.22M 0.04%
323,748
+32,100
456
$2.22M 0.04%
47,130
-82,470
457
$2.21M 0.04%
107,410
+2,100
458
$2.2M 0.04%
+33,930
459
$2.2M 0.04%
68,347
-576
460
$2.2M 0.04%
+42,953
461
$2.19M 0.04%
10,992
+1,110
462
$2.19M 0.04%
16,204
+7,304
463
$2.17M 0.04%
72,380
-28,200
464
$2.17M 0.04%
101,200
-1,200
465
$2.16M 0.04%
76,870
-27,500
466
$2.14M 0.04%
+28,400
467
$2.12M 0.04%
13,834
+6,500
468
$2.12M 0.04%
+38,320
469
$2.1M 0.03%
57,651
+15,087
470
$2.08M 0.03%
104,312
-79,104
471
$2.08M 0.03%
19,560
+1,050
472
$2.08M 0.03%
84,378
+15,300
473
$2.06M 0.03%
+105,555
474
$2.06M 0.03%
51,580
475
$2.06M 0.03%
35,275
-4,550
17 18
19
20 21