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
726
$668K 0.01%
4,465
-158,764
727
$662K 0.01%
+23,797
728
$653K 0.01%
29,200
+6,800
729
$652K 0.01%
4,726
-3,486
730
$651K 0.01%
4,434
-27
731
$650K 0.01%
+29,900
732
$645K 0.01%
+22,178
733
$642K 0.01%
21,145
+13,077
734
$639K 0.01%
12,760
+7,260
735
$639K 0.01%
8,779
+1,685
736
$636K 0.01%
53,918
+732
737
$634K 0.01%
12,690
-200
738
$626K 0.01%
9,800
739
$626K 0.01%
+23,050
740
$624K 0.01%
39,538
+14,738
741
$621K 0.01%
+30,259
742
$619K 0.01%
+24,932
743
$619K 0.01%
26,810
+2,100
744
$610K 0.01%
+15,700
745
$610K 0.01%
+70,800
746
$606K 0.01%
17,890
-14,010
747
$604K 0.01%
30,902
+5,700
748
$602K 0.01%
121,708
-2,100
749
$596K 0.01%
11,476
+6,576
750
$594K 0.01%
17,007
+4,234
28 29
30
31 32