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
926
$203K ﹤0.01%
3,450
927
$202K ﹤0.01%
+2,990
928
$202K ﹤0.01%
+6,500
929
$201K ﹤0.01%
+21,648
930
$201K ﹤0.01%
4,617
931
$200K ﹤0.01%
11,220
-1,490
932
$195K ﹤0.01%
114,267
+89,413
933
$193K ﹤0.01%
+30,067
934
$193K ﹤0.01%
30,600
-437,339
935
$191K ﹤0.01%
79,921
+6,500
936
$190K ﹤0.01%
+15,951
937
$188K ﹤0.01%
79,811
-68,819
938
$186K ﹤0.01%
65,548
-16,300
939
$182K ﹤0.01%
26,305
-54,094
940
$181K ﹤0.01%
+20,911
941
$179K ﹤0.01%
+20,292
942
$176K ﹤0.01%
+87,382
943
$175K ﹤0.01%
19,300
-87,341
944
$172K ﹤0.01%
45,207
+31,917
945
$171K ﹤0.01%
55,414
+4,500
946
$166K ﹤0.01%
46,046
+26,094
947
$166K ﹤0.01%
75,272
-46,527
948
$160K ﹤0.01%
180,276
-10,580
949
$159K ﹤0.01%
+48,333
950
$158K ﹤0.01%
12,355
-134,744
36 37
38
39 40