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
951
$157K ﹤0.01%
21,814
952
$156K ﹤0.01%
13,883
-1,200
953
$154K ﹤0.01%
41,600
-11,600
954
$151K ﹤0.01%
22,000
-61,600
955
$149K ﹤0.01%
20,480
+997
956
$145K ﹤0.01%
20,888
957
$145K ﹤0.01%
+15,323
958
$144K ﹤0.01%
36,820
-50,028
959
$138K ﹤0.01%
86,055
-4,312
960
$116K ﹤0.01%
+2,043
961
$114K ﹤0.01%
15,502
-3,695
962
– –
-1
963
$110K ﹤0.01%
30,200
-109,942
964
$110K ﹤0.01%
+13,620
965
$109K ﹤0.01%
67,928
-276,275
966
$109K ﹤0.01%
126,677
-76,720
967
$108K ﹤0.01%
+12,400
968
$105K ﹤0.01%
34,254
-10,299
969
$98K ﹤0.01%
1,096
-140
970
$94K ﹤0.01%
22,100
-14,600
971
$93K ﹤0.01%
+7,185
972
$80K ﹤0.01%
16
973
$79K ﹤0.01%
+2,139
974
$75K ﹤0.01%
2,029
-607
975
$63K ﹤0.01%
666
+194
37 38
39
40 41