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
676
$845K 0.01%
11,950
+1,200
677
$830K 0.01%
31,500
-28,330
678
$821K 0.01%
46,250
+1,260
679
$818K 0.01%
+40,600
680
$817K 0.01%
11,230
-13,750
681
$811K 0.01%
+14,040
682
$808K 0.01%
41,601
-21,243
683
$805K 0.01%
20,482
684
$797K 0.01%
20,510
+1,900
685
$796K 0.01%
87,456
+17,609
686
$794K 0.01%
83,319
+46,909
687
$793K 0.01%
22,880
688
$792K 0.01%
+5,230
689
$788K 0.01%
46,494
+7,473
690
$781K 0.01%
46,400
-12,858
691
$778K 0.01%
18,254
+870
692
$777K 0.01%
+5,170
693
$776K 0.01%
+14,630
694
$768K 0.01%
89,644
-54,495
695
$761K 0.01%
+47,200
696
$759K 0.01%
25,645
+1,850
697
$749K 0.01%
+5,487
698
$748K 0.01%
22,100
-280
699
$746K 0.01%
70,314
-53,866
700
$743K 0.01%
77,012
26 27
28
29 30