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
901
$229K ﹤0.01%
+103
902
$229K ﹤0.01%
31,856
-120,686
903
$228K ﹤0.01%
3,345
-2,666
904
$228K ﹤0.01%
59,000
-100,712
905
$228K ﹤0.01%
11,870
906
$226K ﹤0.01%
+6,805
907
$224K ﹤0.01%
6,190
-233,553
908
$223K ﹤0.01%
15,400
-17,600
909
$221K ﹤0.01%
+4,580
910
$221K ﹤0.01%
8,635
-2,500
911
$220K ﹤0.01%
1,470
-120
912
$217K ﹤0.01%
36,192
-49,140
913
$217K ﹤0.01%
68,200
+19,800
914
$215K ﹤0.01%
24,754
-13,600
915
$214K ﹤0.01%
15,708
-19,100
916
$213K ﹤0.01%
+4,140
917
$212K ﹤0.01%
1,429
-1,400
918
$212K ﹤0.01%
2,425
-87
919
$211K ﹤0.01%
+21,365
920
$209K ﹤0.01%
+3,610
921
$208K ﹤0.01%
+5,860
922
$207K ﹤0.01%
1,830
-8,930
923
$206K ﹤0.01%
24,614
-4,400
924
$204K ﹤0.01%
6,819
-1,128
925
$204K ﹤0.01%
86
+38
35 36
37
38 39