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
1076
– –
-11,400
1077
– –
-84,765
1078
– –
-628
1079
– –
-13,364
1080
– –
-12,660
1081
– –
-7,490
1082
– –
-342,140
1083
– –
-6,600
1084
– –
-45,236
1085
– –
-154
1086
– –
-61,226
1087
– –
-85,080
1088
– –
-8,260
1089
– –
-16,770
1090
– –
-1,717
1091
– –
-35,946
1092
– –
-235,463
1093
– –
-10,100
1094
– –
-22,780
1095
– –
-11,540
1096
– –
-17
1097
– –
-10,044
1098
– –
-10,761
1099
– –
-35,000
1100
– –
-11,130
42 43
44
45 46