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
801
$429K 0.01%
+102,235
802
$427K 0.01%
+16,200
803
$425K 0.01%
18,259
+2,400
804
$424K 0.01%
9,871
-18,129
805
$419K 0.01%
+18,560
806
$416K 0.01%
5,203
+1,507
807
$416K 0.01%
+3,900
808
$409K 0.01%
5,605
+380
809
$407K 0.01%
31,000
810
$406K 0.01%
+1,178
811
$406K 0.01%
29,800
-12,900
812
$405K 0.01%
6,989
-1,870
813
$405K 0.01%
7,480
+1,095
814
$404K 0.01%
224,284
-288,451
815
$404K 0.01%
+37,900
816
$390K 0.01%
+13,466
817
$388K 0.01%
15,678
-400
818
$382K 0.01%
12,021
-13,900
819
$382K 0.01%
21,238
-32,240
820
$382K 0.01%
6,767
-408
821
$381K 0.01%
39,329
-24,589
822
$380K 0.01%
9,172
-325
823
$379K 0.01%
6,690
+1,690
824
$374K 0.01%
+9,558
825
$372K 0.01%
84,400
+16,600
31 32
33
34 35