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
51
$27.4M 0.46%
322,054
+18,620
52
$27.3M 0.45%
177,145
+25,900
53
$27.1M 0.45%
418,500
+46,680
54
$27M 0.45%
271,862
-129,802
55
$26.9M 0.45%
363,304
+16,200
56
$26.8M 0.45%
268,539
+69,750
57
$26.6M 0.44%
191,836
+129,860
58
$26.5M 0.44%
510,188
-251,657
59
$26.1M 0.43%
157,830
+9,060
60
$25.8M 0.43%
213,005
-29,330
61
$25.6M 0.43%
173,989
-34,684
62
$25.4M 0.42%
325,976
-25,041
63
$25.2M 0.42%
6,877,776
+555,100
64
$25M 0.42%
219,458
+2,730
65
$24.5M 0.41%
574,755
+299,014
66
$24.5M 0.41%
517,872
+281,600
67
$24.3M 0.4%
913,337
-5,330
68
$24.2M 0.4%
722,485
+360,160
69
$24M 0.4%
127,494
+65,100
70
$24M 0.4%
406,428
+5,170
71
$23.5M 0.39%
298,043
+10,980
72
$23.5M 0.39%
775,680
+44,220
73
$23.3M 0.39%
236,636
+8,106
74
$23.3M 0.39%
198,955
-11,901
75
$23.3M 0.39%
371,053
-7,900
1 2
3
4 5