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
701
$742K 0.01%
18,462
702
$731K 0.01%
+22,838
703
$730K 0.01%
47,900
-32,700
704
$722K 0.01%
121,792
+19,376
705
$721K 0.01%
23,500
-5,000
706
$721K 0.01%
+2,960
707
$720K 0.01%
15,131
+11
708
$715K 0.01%
+16,800
709
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27,394
+7,370
710
$713K 0.01%
28,257
-9,533
711
$707K 0.01%
242,837
+66,411
712
$704K 0.01%
12,160
+280
713
$702K 0.01%
104,100
-63,240
714
$701K 0.01%
7,884
715
$701K 0.01%
29,300
-2,500
716
$698K 0.01%
3,467
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717
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73,251
+15,800
718
$684K 0.01%
17,360
719
$683K 0.01%
+7,600
720
$679K 0.01%
31,590
-16,300
721
$678K 0.01%
41,848
+2,200
722
$673K 0.01%
+12,680
723
$672K 0.01%
63,922
+15,496
724
$672K 0.01%
41,200
725
$671K 0.01%
23,601
-8,100
27 28
29
30 31