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
651
$953K 0.02%
13,350
-5,340
652
$952K 0.02%
+34,223
653
$949K 0.02%
115,013
+88,613
654
$947K 0.02%
17,400
+11,100
655
$942K 0.02%
36,798
+10,700
656
$932K 0.02%
54,806
-30,600
657
$932K 0.02%
119,490
-73,378
658
$931K 0.02%
41,456
-17,700
659
$929K 0.02%
34,284
+2,100
660
$927K 0.02%
14,940
-22,270
661
$918K 0.02%
4,028
-29,190
662
$912K 0.02%
64,010
-36,200
663
$903K 0.02%
29,522
+1,540
664
$898K 0.01%
24,470
-14,581
665
$890K 0.01%
47,900
-104,394
666
$881K 0.01%
+15,480
667
$878K 0.01%
+18,110
668
$877K 0.01%
31,648
-20,130
669
$866K 0.01%
+31,254
670
$861K 0.01%
15,675
-31,363
671
$856K 0.01%
13,800
-3,320
672
$849K 0.01%
29,931
+8,020
673
$849K 0.01%
+25,275
674
$847K 0.01%
+16,498
675
$847K 0.01%
57,260
-900
25 26
27
28 29