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
526
$1.59M 0.03%
23,250
+5,190
527
$1.58M 0.03%
37,150
-1,700
528
$1.58M 0.03%
11,030
+165
529
$1.56M 0.03%
89,100
+19,900
530
$1.56M 0.03%
95,104
-14,435
531
$1.56M 0.03%
145,742
-51,871
532
$1.55M 0.03%
+22,228
533
$1.55M 0.03%
170,923
-2,900
534
$1.53M 0.03%
+76,900
535
$1.53M 0.03%
92,937
+39,141
536
$1.53M 0.03%
+42,540
537
$1.51M 0.03%
28,890
-41,250
538
$1.5M 0.03%
102,088
+14,252
539
$1.49M 0.02%
17,670
-117,047
540
$1.49M 0.02%
142,308
-39,441
541
$1.48M 0.02%
66,850
+17,970
542
$1.48M 0.02%
37,806
+7,331
543
$1.47M 0.02%
195,231
+147,927
544
$1.46M 0.02%
+33,479
545
$1.46M 0.02%
361,432
-15,500
546
$1.46M 0.02%
+73,530
547
$1.46M 0.02%
133,855
-17,063
548
$1.46M 0.02%
53,918
-27,425
549
$1.44M 0.02%
+29,490
550
$1.43M 0.02%
245,501
+4,300
20 21
22
23 24