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
126
$14.9M 0.25%
232,323
+4,750
127
$14.8M 0.25%
287,461
-138,220
128
$14.7M 0.24%
254,711
-15,760
129
$14.6M 0.24%
350,011
+82,530
130
$14.5M 0.24%
396,807
+80,010
131
$14.4M 0.24%
320,601
+13,710
132
$14.3M 0.24%
481,290
+377,970
133
$14.3M 0.24%
203,840
-12,740
134
$14.1M 0.24%
238,560
+50,000
135
$14.1M 0.23%
158,030
+91,290
136
$13.9M 0.23%
192,769
+14,420
137
$13.8M 0.23%
269,471
138
$13.6M 0.23%
+215,392
139
$13.4M 0.22%
218,911
+55,340
140
$13.2M 0.22%
538,925
+113,950
141
$13.1M 0.22%
254,600
+177,280
142
$12.9M 0.22%
346,150
+43,880
143
$12.9M 0.21%
249,090
+95,100
144
$12.8M 0.21%
159,776
-18,580
145
$12.7M 0.21%
199,716
-22,110
146
$12.7M 0.21%
134,996
+8,977
147
$12.6M 0.21%
258,006
+24,941
148
$12.4M 0.21%
276,700
-383,471
149
$12.4M 0.21%
141,810
+79,820
150
$12.2M 0.2%
409,288
+2,070
4 5
6
7 8