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
576
$1.3M 0.02%
+22,730
577
$1.3M 0.02%
72,427
+7,200
578
$1.29M 0.02%
37,572
-876
579
$1.28M 0.02%
+44,860
580
$1.27M 0.02%
30,876
+3,180
581
$1.27M 0.02%
81,959
-14,378
582
$1.26M 0.02%
79,600
-2,000
583
$1.26M 0.02%
79,168
+39,168
584
$1.26M 0.02%
60,928
-14,948
585
$1.25M 0.02%
93,357
-6,230
586
$1.25M 0.02%
18,500
-300
587
$1.23M 0.02%
158,592
-32,882
588
$1.23M 0.02%
141,972
+156
589
$1.22M 0.02%
+4,764
590
$1.22M 0.02%
14,580
+5,380
591
$1.21M 0.02%
23,205
+4,100
592
$1.21M 0.02%
83,700
-18,520
593
$1.21M 0.02%
+7,482
594
$1.21M 0.02%
42,040
-2,600
595
$1.2M 0.02%
3,978
-341
596
$1.2M 0.02%
114,374
-76,840
597
$1.2M 0.02%
84,500
+18,600
598
$1.19M 0.02%
31,253
-1,721
599
$1.19M 0.02%
26,010
-119,450
600
$1.17M 0.02%
47,271
+9,000
22 23
24
25 26