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
876
$277K ﹤0.01%
+4,850
877
$275K ﹤0.01%
+2,720
878
$274K ﹤0.01%
7,848
-70,204
879
$271K ﹤0.01%
5,200
880
$271K ﹤0.01%
6,640
-262,828
881
$264K ﹤0.01%
37,515
-800
882
$263K ﹤0.01%
96,291
-6,153
883
$263K ﹤0.01%
6,150
884
$263K ﹤0.01%
14,682
885
$260K ﹤0.01%
1,580
-3,362
886
$260K ﹤0.01%
52,350
-26,536
887
$256K ﹤0.01%
2,869
-375
888
$255K ﹤0.01%
+2,349
889
$255K ﹤0.01%
+87,418
890
$253K ﹤0.01%
9,727
+3,409
891
$246K ﹤0.01%
8,500
892
$245K ﹤0.01%
3,780
-12,800
893
$243K ﹤0.01%
63,680
+41,580
894
$242K ﹤0.01%
33,500
-5,400
895
$242K ﹤0.01%
+24,566
896
$241K ﹤0.01%
9,000
-3,156
897
$241K ﹤0.01%
+4,730
898
$240K ﹤0.01%
5,160
-257,736
899
$236K ﹤0.01%
+6,700
900
$235K ﹤0.01%
+201
34 35
36
37 38