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
176
$10.5M 0.17%
300,642
+190,487
177
$10.4M 0.17%
74,909
-79,874
178
$10.4M 0.17%
145,112
+51,762
179
$10.2M 0.17%
+617,310
180
$9.95M 0.17%
345,572
-10,480
181
$9.77M 0.16%
307,430
+292,360
182
$9.7M 0.16%
71,471
+5,470
183
$9.63M 0.16%
746,980
+68,000
184
$9.62M 0.16%
89,864
-4,510
185
$9.61M 0.16%
274,210
+180,910
186
$9.61M 0.16%
274,779
+25,260
187
$9.52M 0.16%
80,770
-8,920
188
$9.45M 0.16%
339,365
-123,375
189
$9.35M 0.16%
172,863
+14,100
190
$9.34M 0.16%
11,358
+6,974
191
$9.22M 0.15%
151,283
-287,422
192
$9.14M 0.15%
164,048
+121,218
193
$9.07M 0.15%
33,124
+23,350
194
$9.02M 0.15%
143,513
+36,290
195
$8.89M 0.15%
202,370
+162,411
196
$8.87M 0.15%
369,930
-5,860
197
$8.8M 0.15%
228,894
+31,854
198
$8.67M 0.14%
163,989
+126,549
199
$8.65M 0.14%
3,047
+55
200
$8.53M 0.14%
393,244
-7,302
6 7
8
9 10