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
201
$8.42M 0.14%
86,090
+56,010
202
$8.3M 0.14%
104,752
+99,360
203
$8.2M 0.14%
132,100
+14,860
204
$8.18M 0.14%
358,573
-79,939
205
$8.05M 0.13%
53,150
-230
206
$8.04M 0.13%
264,540
+186,470
207
$8.03M 0.13%
286,363
+65,145
208
$8.02M 0.13%
108,833
+9,120
209
$8.01M 0.13%
85,669
+1,416
210
$7.97M 0.13%
83,070
+5,200
211
$7.76M 0.13%
1,200,200
-994,950
212
$7.73M 0.13%
50,346
-13,770
213
$7.72M 0.13%
121,142
+50,316
214
$7.47M 0.12%
255,417
+224,817
215
$7.44M 0.12%
423,754
-3,800
216
$7.44M 0.12%
129,566
+9,055
217
$7.43M 0.12%
50,238
+5,300
218
$7.38M 0.12%
25,373
-7,218
219
$7.31M 0.12%
462,800
-39,800
220
$7.27M 0.12%
269,990
-644,326
221
$7.24M 0.12%
4,255,810
+2,248,920
222
$7.08M 0.12%
217,920
-7,700
223
$7.03M 0.12%
116,360
+99,920
224
$7.03M 0.12%
+66,720
225
$7.02M 0.12%
262,570
-8,730
7 8
9
10 11