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
601
$1.17M 0.02%
+9,040
602
$1.16M 0.02%
+25,450
603
$1.15M 0.02%
211,664
-42,036
604
$1.15M 0.02%
419,844
-51,932
605
$1.15M 0.02%
26,364
+1,590
606
$1.15M 0.02%
+43,775
607
$1.14M 0.02%
38,330
-9,800
608
$1.14M 0.02%
60,407
+4,417
609
$1.13M 0.02%
136,464
-88,609
610
$1.12M 0.02%
10,970
+1,570
611
$1.11M 0.02%
16,464
-4,610
612
$1.11M 0.02%
+63,300
613
$1.1M 0.02%
+15,013
614
$1.1M 0.02%
12,939
-100
615
$1.1M 0.02%
+1,913
616
$1.09M 0.02%
39,010
+3,310
617
$1.08M 0.02%
18,540
-800
618
$1.08M 0.02%
+14,170
619
$1.08M 0.02%
+30,976
620
$1.08M 0.02%
20,799
-66,253
621
$1.07M 0.02%
167
-159
622
$1.06M 0.02%
152,907
-87,200
623
$1.06M 0.02%
17,890
+3,420
624
$1.05M 0.02%
29,545
-600
625
$1.05M 0.02%
28,680
-40,578
23 24
25
26 27