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
151
$12.2M 0.2%
213,985
-15,689
152
$12.2M 0.2%
30,471
-8,670
153
$12.1M 0.2%
310,954
-27,470
154
$11.9M 0.2%
4,266
-1,427
155
$11.9M 0.2%
123,237
-3,840
156
$11.9M 0.2%
+86,439
157
$11.7M 0.2%
422,742
+13,000
158
$11.7M 0.19%
+33,387
159
$11.6M 0.19%
491,859
160
$11.5M 0.19%
210,389
-43,400
161
$11.5M 0.19%
173,687
-1,118
162
$11.5M 0.19%
71,000
+9,980
163
$11.4M 0.19%
179,380
+90,800
164
$11.2M 0.19%
150,649
+31,840
165
$11M 0.18%
+49,910
166
$11M 0.18%
270,428
-101,953
167
$10.9M 0.18%
296,138
+7,990
168
$10.8M 0.18%
133,050
-92,430
169
$10.8M 0.18%
84,130
+63,440
170
$10.8M 0.18%
328,406
+220
171
$10.6M 0.18%
183,950
-1,800
172
$10.6M 0.18%
409,620
-368,145
173
$10.5M 0.17%
76,750
+74,510
174
$10.5M 0.17%
484,627
+7,883
175
$10.5M 0.17%
268,300
-7,870
5 6
7
8 9