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
476
$2.06M 0.03%
45,374
-69,280
477
$2.05M 0.03%
539,405
+83,200
478
$2.05M 0.03%
66,768
+25,800
479
$2.04M 0.03%
18,220
-50,511
480
$2.01M 0.03%
75,946
-2,050
481
$2.01M 0.03%
62,626
+1,400
482
$2M 0.03%
65,789
+9,100
483
$1.99M 0.03%
29,495
+12,700
484
$1.99M 0.03%
342,840
+291,240
485
$1.97M 0.03%
25,460
+17,850
486
$1.97M 0.03%
37,809
-285,250
487
$1.97M 0.03%
2,855
+417
488
$1.96M 0.03%
282,067
-11,600
489
$1.94M 0.03%
69,439
+12,702
490
$1.93M 0.03%
183,334
-169,190
491
$1.92M 0.03%
33,080
-1,400
492
$1.88M 0.03%
+35,940
493
$1.87M 0.03%
46,150
+20,200
494
$1.87M 0.03%
13,270
-165,972
495
$1.86M 0.03%
37,809
-300
496
$1.83M 0.03%
9,838
-420
497
$1.83M 0.03%
169,500
+4,300
498
$1.83M 0.03%
388,901
+58,800
499
$1.82M 0.03%
43,620
+1,330
500
$1.81M 0.03%
637,640
-99,100
18 19
20
21 22