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
826
$372K 0.01%
58,727
+32,799
827
$370K 0.01%
+2,172
828
$370K 0.01%
+33,506
829
$370K 0.01%
17,250
-6,553
830
$369K 0.01%
+7,400
831
$368K 0.01%
2,923
+1,995
832
$366K 0.01%
7,220
-540
833
$366K 0.01%
24,510
-200
834
$366K 0.01%
44,962
+24,906
835
$364K 0.01%
12,282
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836
$362K 0.01%
9,431
837
$353K 0.01%
40,776
-27,962
838
$350K 0.01%
2,765
-609
839
$348K 0.01%
757
+323
840
$347K 0.01%
2,580
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841
$346K 0.01%
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842
$346K 0.01%
153,970
-216,246
843
$344K 0.01%
82,400
-178,000
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33,501
-5,800
845
$339K 0.01%
3,797
-567
846
$338K 0.01%
25,600
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847
$337K 0.01%
7,180
-2,120
848
$333K 0.01%
45,555
-55,578
849
$333K 0.01%
15,640
-10,600
850
$332K 0.01%
23,000
+11,400
32 33
34
35 36