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
851
$329K 0.01%
7,660
+490
852
$328K 0.01%
9,049
+198
853
$328K 0.01%
37,200
-1,040
854
$327K 0.01%
+8,040
855
$325K 0.01%
4,440
-5,910
856
$323K 0.01%
60,419
-2,298
857
$321K 0.01%
6,700
+1,810
858
$317K 0.01%
31,306
-9,807
859
$316K 0.01%
47,018
+8,337
860
$314K 0.01%
+18,724
861
$313K 0.01%
87,943
+12,483
862
$310K 0.01%
28,800
-12,186
863
$309K 0.01%
4,730
-1,811
864
$308K 0.01%
+4,600
865
$308K 0.01%
6,162
+3,324
866
$305K 0.01%
40,089
+7,609
867
$303K 0.01%
63,200
-42,690
868
$299K 0.01%
3,140
-13,653
869
$298K 0.01%
29,400
-19,771
870
$298K 0.01%
41,652
+4,057
871
$287K ﹤0.01%
25,059
+2,672
872
$287K ﹤0.01%
7,100
+2,300
873
$286K ﹤0.01%
4,718
874
$286K ﹤0.01%
76,005
-1,800
875
$277K ﹤0.01%
2,800
-100
33 34
35
36 37