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
401
$2.15M 0.04%
198,560
-4,800
402
$2.13M 0.04%
85,513
-6,700
403
$2.12M 0.04%
41,210
-18,802
404
$2.11M 0.04%
27,640
-8,170
405
$2.09M 0.04%
+26,393
406
$2.08M 0.04%
9,200
407
$2.08M 0.04%
344,671
+60,900
408
$2.06M 0.03%
+438,236
409
$2.05M 0.03%
11,240
-300
410
$2.05M 0.03%
18,860
-55,820
411
$2.03M 0.03%
295,848
-4,800
412
$2.02M 0.03%
+29,900
413
$2.01M 0.03%
83,616
-84,202
414
$2M 0.03%
111,640
-19,200
415
$1.96M 0.03%
116,004
+70,984
416
$1.94M 0.03%
57,060
-19,400
417
$1.93M 0.03%
67,820
-5,700
418
$1.92M 0.03%
51,770
-1,100
419
$1.9M 0.03%
60,914
-1,300
420
$1.89M 0.03%
86,638
-565,984
421
$1.88M 0.03%
67,100
+1,100
422
$1.88M 0.03%
88,814
+11,809
423
$1.85M 0.03%
26,640
-3,585
424
$1.84M 0.03%
25,222
+1,949
425
$1.83M 0.03%
71,671
+12,431
15 16
17
18 19