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
276
$5.01M 0.08%
308,433
-25,190
277
$4.97M 0.08%
127,600
278
$4.95M 0.08%
926,002
-72,000
279
$4.88M 0.08%
67,044
-60,410
280
$4.86M 0.08%
96,231
+60,510
281
$4.85M 0.08%
88,150
-204,040
282
$4.84M 0.08%
144,329
-166,851
283
$4.84M 0.08%
63,415
+57,380
284
$4.83M 0.08%
277,500
+47,800
285
$4.8M 0.08%
68,780
+21,480
286
$4.78M 0.08%
79,280
+73,571
287
$4.78M 0.08%
285,600
-510,441
288
$4.77M 0.08%
+376,441
289
$4.76M 0.08%
216,454
-14,300
290
$4.75M 0.08%
42,418
-241,802
291
$4.71M 0.08%
102,200
-37,500
292
$4.68M 0.08%
195,773
-145,777
293
$4.61M 0.08%
64,400
+44,500
294
$4.52M 0.08%
197,620
+7,800
295
$4.49M 0.08%
266,864
-19,120
296
$4.49M 0.08%
+38,907
297
$4.48M 0.08%
+286,800
298
$4.46M 0.08%
447,860
-107,072
299
$4.42M 0.07%
260,541
+71,643
300
$4.37M 0.07%
+122,733
10 11
12
13 14