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
551
$1.43M 0.02%
126,749
+9,988
552
$1.43M 0.02%
51,152
-82,342
553
$1.43M 0.02%
87,760
+37,900
554
$1.43M 0.02%
+5,670
555
$1.43M 0.02%
72,409
-42,100
556
$1.43M 0.02%
55,797
-119,133
557
$1.43M 0.02%
274,095
+70,400
558
$1.42M 0.02%
161,577
+5,600
559
$1.41M 0.02%
39,731
+8,400
560
$1.41M 0.02%
33,254
+10,800
561
$1.41M 0.02%
+44,430
562
$1.4M 0.02%
145,790
+66,990
563
$1.39M 0.02%
+34,170
564
$1.39M 0.02%
103,200
-8,240
565
$1.38M 0.02%
+10,581
566
$1.37M 0.02%
29,594
+2,850
567
$1.37M 0.02%
50,909
+4,180
568
$1.36M 0.02%
56,881
+3,300
569
$1.35M 0.02%
28,610
-9,600
570
$1.35M 0.02%
30,058
+3,900
571
$1.34M 0.02%
+18,600
572
$1.33M 0.02%
164,472
+23,100
573
$1.32M 0.02%
4,859
+495
574
$1.31M 0.02%
76,247
-17,200
575
$1.3M 0.02%
36,061
-700
21 22
23
24 25