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
$5.9B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$29.1M
3
+$28M
4
ABBV icon
AbbVie
ABBV
+$28M
5
MCO icon
Moody's
MCO
+$26.8M

Top Sells

1
+$53.8M
2
+$42.7M
3
+$29.7M
4
CTRX
CATAMARAN CORP COM STK (CDA)
CTRX
+$28.3M
5
AMGN icon
Amgen
AMGN
+$27.1M

Sector Composition

1 Technology 20.19%
2 Industrials 12.75%
3 Consumer Discretionary 12.34%
4 Financials 10.67%
5 Healthcare 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.87M 0.1%
763,635
+209,400
252
$5.83M 0.1%
+96,021
253
$5.74M 0.1%
271,205
-17,900
254
$5.72M 0.1%
72,514
-21,920
255
$5.69M 0.1%
62,168
-7,000
256
$5.69M 0.1%
122,010
-3,438
257
$5.68M 0.1%
130,980
-116,580
258
$5.67M 0.1%
34,420
-40
259
$5.62M 0.1%
153,159
-250,746
260
$5.59M 0.09%
83,520
-40,910
261
$5.56M 0.09%
262,820
+11,800
262
$5.41M 0.09%
158,300
-62,900
263
$5.35M 0.09%
+143,346
264
$5.32M 0.09%
686,130
-114,500
265
$5.3M 0.09%
2,332,548
-421,500
266
$5.27M 0.09%
115,650
+108,750
267
$5.23M 0.09%
96,800
-101,500
268
$5.18M 0.09%
49,427
+137
269
$5.17M 0.09%
241,500
-13,700
270
$5.15M 0.09%
95,914
-320,049
271
$5.14M 0.09%
110,200
+52,398
272
$5.11M 0.09%
+58,500
273
$5.11M 0.09%
+93,990
274
$5.11M 0.09%
89,511
+53,401
275
$5.03M 0.09%
319,660
-29,240
9 10
11
12 13