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
751
$592K 0.01%
294,691
+55,183
752
$588K 0.01%
34,890
+12,400
753
$582K 0.01%
+12,710
754
$579K 0.01%
107,224
+7,900
755
$575K 0.01%
+14,930
756
$573K 0.01%
11,400
-760
757
$572K 0.01%
3,000
-2,500
758
$571K 0.01%
26,666
+8,019
759
$567K 0.01%
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760
$564K 0.01%
29,827
+5,500
761
$562K 0.01%
151,400
-4,500
762
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18,726
-56,798
763
$558K 0.01%
5,550
-24,860
764
$557K 0.01%
42,830
+30,100
765
$556K 0.01%
6,080
-1,740
766
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34,000
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767
$546K 0.01%
13,500
-9,297
768
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769
$541K 0.01%
82,046
-58,340
770
$530K 0.01%
3,413
-48,057
771
$528K 0.01%
19,810
+1,900
772
$522K 0.01%
13,070
+1,700
773
$509K 0.01%
+68,762
774
$508K 0.01%
+108,227
775
$502K 0.01%
24,500
-2,287
29 30
31
32 33