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
351
$3.23M 0.05%
76,600
-127,905
352
$3.23M 0.05%
145,500
353
$3.14M 0.05%
97,273
-13,590
354
$3.13M 0.05%
+206,400
355
$3.13M 0.05%
16,587
+10,087
356
$3.11M 0.05%
86,770
+5,100
357
$3.09M 0.05%
249,280
-1,574,120
358
$3.09M 0.05%
542,015
+498,515
359
$3.02M 0.05%
23,510
+18,130
360
$2.99M 0.05%
139,905
-1,635
361
$2.97M 0.05%
56,970
-210,100
362
$2.9M 0.05%
+77,900
363
$2.88M 0.05%
34,470
-106,160
364
$2.86M 0.05%
65,590
-3,600
365
$2.82M 0.05%
71,100
+38,500
366
$2.79M 0.05%
168,184
-49,960
367
$2.78M 0.05%
42,601
+38,601
368
$2.77M 0.05%
85,290
-419,980
369
$2.75M 0.05%
156,600
+108,800
370
$2.74M 0.05%
26,240
371
$2.74M 0.05%
145,710
+109,710
372
$2.74M 0.05%
97,800
-4,100
373
$2.74M 0.05%
150,369
+62,360
374
$2.73M 0.05%
198,794
+14,000
375
$2.71M 0.05%
+65,920
13 14
15
16 17