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
76
$23.1M 0.38%
241,167
+9,900
77
$23.1M 0.38%
402,980
+20,950
78
$23M 0.38%
267,121
+52,000
79
$22.5M 0.37%
322,695
+36,480
80
$22.3M 0.37%
445,690
+28,340
81
$22.3M 0.37%
34,307
+33,993
82
$22.1M 0.37%
599,510
+14,840
83
$22M 0.37%
264,486
-115,618
84
$21.6M 0.36%
86,206
+7,595
85
$21.6M 0.36%
113,012
-2,540
86
$21.5M 0.36%
31,299
+3,246
87
$21.5M 0.36%
142,164
-56,610
88
$21.3M 0.36%
877,217
+53,150
89
$21M 0.35%
225,959
+32,690
90
$20.9M 0.35%
338,785
+25,490
91
$20.6M 0.34%
242,495
-57,240
92
$20.6M 0.34%
336,643
-4,370
93
$20.6M 0.34%
315,995
-36,920
94
$20.4M 0.34%
702,429
-34,870
95
$20.4M 0.34%
140,731
+9,590
96
$19.9M 0.33%
970,352
+293,868
97
$19.9M 0.33%
148,717
+28,079
98
$19.8M 0.33%
317,028
-34,490
99
$19.8M 0.33%
1,126,576
-53,640
100
$19.8M 0.33%
574,974
+28,890
2 3
4
5 6