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
26
$32.7M 0.54%
186,487
+7,346
27
$32.4M 0.54%
463,914
+20,374
28
$32.3M 0.54%
475,165
+18,210
29
$32.2M 0.54%
185,036
+60,110
30
$32.2M 0.54%
305,703
+57,751
31
$31.5M 0.52%
305,507
+23,980
32
$31M 0.52%
503,295
-75,680
33
$30.8M 0.51%
565,957
+31,490
34
$30.5M 0.51%
264,877
+13,880
35
$30.3M 0.5%
326,766
+15,880
36
$30M 0.5%
1,369,066
+18,490
37
$29.3M 0.49%
173,910
+29,039
38
$29.2M 0.49%
399,750
+28,710
39
$29.1M 0.48%
671,651
+54,260
40
$29M 0.48%
2,619,496
+308,700
41
$28.7M 0.48%
277,057
+26,220
42
$28.5M 0.47%
154,616
+52,980
43
$28M 0.47%
506,091
+52,430
44
$27.9M 0.47%
665,636
+58,630
45
$27.7M 0.46%
66,267
+22,661
46
$27.6M 0.46%
425,200
+64,740
47
$27.6M 0.46%
350,482
+28,860
48
$27.5M 0.46%
757,399
+4,360
49
$27.5M 0.46%
+163,820
50
$27.4M 0.46%
2,559,215
-23,000
1
2
3 4 5