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
376
$2.71M 0.05%
+41,132
377
$2.68M 0.05%
28,140
-95,905
378
$2.68M 0.05%
3,201
-2,030
379
$2.67M 0.05%
63,792
-113,688
380
$2.65M 0.04%
108,268
-8,800
381
$2.64M 0.04%
207,217
+24,800
382
$2.63M 0.04%
108,235
+6,000
383
$2.62M 0.04%
133,400
-7,200
384
$2.54M 0.04%
31,443
+14,520
385
$2.48M 0.04%
+50,420
386
$2.48M 0.04%
100,160
-14,200
387
$2.46M 0.04%
151,503
-21,900
388
$2.43M 0.04%
38,374
+24,524
389
$2.42M 0.04%
168,219
+102,519
390
$2.4M 0.04%
+42,559
391
$2.33M 0.04%
8,100
392
$2.31M 0.04%
117,860
-14,000
393
$2.3M 0.04%
75,263
-94,737
394
$2.3M 0.04%
154,600
-47,200
395
$2.28M 0.04%
37,767
+100
396
$2.26M 0.04%
+30,900
397
$2.26M 0.04%
140,535
-11,900
398
$2.25M 0.04%
154,900
-148,700
399
$2.17M 0.04%
117,901
+22,200
400
$2.17M 0.04%
45,470
-17,131
14 15
16
17 18