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
976
$62K ﹤0.01%
+28,209
977
$62K ﹤0.01%
16,161
-13,900
978
$59K ﹤0.01%
12,165
-21,835
979
$57K ﹤0.01%
+14,900
980
$51K ﹤0.01%
1,120
-782
981
$50K ﹤0.01%
545
-12,615
982
$48K ﹤0.01%
+3,580
983
– –
0
984
$33K ﹤0.01%
303
-1,255
985
$31K ﹤0.01%
11
986
$29K ﹤0.01%
21,600
-8,700
987
$27K ﹤0.01%
110
988
$13K ﹤0.01%
19,681
-222,527
989
– –
-53,330
990
– –
-34,051
991
– –
-96,237
992
– –
-13,930
993
– –
-111,698
994
– –
-28,087
995
– –
-173,400
996
– –
-10,800
997
– –
-66,803
998
– –
-64,425
999
– –
-723,126
1000
– –
-52,800
38 39
40
41 42