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
626
$1.04M 0.02%
101,407
+9,310
627
$1.04M 0.02%
+57,694
628
$1.03M 0.02%
50,476
-30,598
629
$1.03M 0.02%
44,600
-17,900
630
$1.01M 0.02%
15,940
-2,020
631
$1.01M 0.02%
24,340
+2,700
632
$1.01M 0.02%
+23,430
633
$1.01M 0.02%
181,493
+15,300
634
$1M 0.02%
28,233
+17,477
635
$1M 0.02%
22,187
+239
636
$1M 0.02%
9,466
637
$1M 0.02%
23,698
+7,540
638
$991K 0.02%
43,273
+14,000
639
$984K 0.02%
18,680
-168,553
640
$981K 0.02%
29,373
+15,563
641
$979K 0.02%
+9,735
642
$975K 0.02%
+17,400
643
$972K 0.02%
15,140
-570
644
$969K 0.02%
14,480
+3,500
645
$968K 0.02%
36,531
-2,220
646
$967K 0.02%
+28,080
647
$966K 0.02%
+15,340
648
$966K 0.02%
28,280
-7,000
649
$962K 0.02%
53,050
+420
650
$956K 0.02%
62,681
-5,200
24 25
26
27 28