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
1026
– –
-2,511
1027
– –
-74,970
1028
– –
-43,999
1029
– –
-28,470
1030
– –
-7,742
1031
– –
-9,801
1032
– –
-53,630
1033
– –
-19,170
1034
– –
-8,425
1035
– –
-1,260
1036
– –
-30,626
1037
– –
-80,718
1038
– –
-12,384
1039
– –
-2,210
1040
– –
-171,012
1041
– –
-66,104
1042
– –
-89,444
1043
– –
-72,161
1044
– –
-45,049
1045
– –
-2,815
1046
– –
-26,530
1047
– –
-6,740
1048
– –
-30,030
1049
– –
-11,900
1050
– –
-296,780
40 41
42
43 44