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
776
$500K 0.01%
12,240
-8,960
777
$499K 0.01%
11,972
778
$499K 0.01%
+28,500
779
$491K 0.01%
14,120
-2,590
780
$489K 0.01%
18,071
+5,600
781
$488K 0.01%
10,630
+2,900
782
$487K 0.01%
+4,610
783
$481K 0.01%
27,990
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784
$480K 0.01%
95,014
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785
$474K 0.01%
20,990
-229,840
786
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26,048
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787
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13,133
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788
$468K 0.01%
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789
$464K 0.01%
101,575
+10,000
790
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17,790
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213,827
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795
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27,163
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796
$444K 0.01%
135,774
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797
$443K 0.01%
44,894
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798
$435K 0.01%
3,140
-110
799
$433K 0.01%
17,227
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800
$433K 0.01%
22,394
-36,919
30 31
32
33 34