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
426
$1.82M 0.03%
173,845
+16,852
427
$1.81M 0.03%
67,100
-1,900
428
$1.81M 0.03%
226,635
-32,700
429
$1.81M 0.03%
74,700
-929,129
430
$1.76M 0.03%
223,807
+160,307
431
$1.75M 0.03%
65,250
-32,850
432
$1.75M 0.03%
28,213
-600
433
$1.74M 0.03%
122,510
+26,700
434
$1.73M 0.03%
70,755
-207,345
435
$1.73M 0.03%
102,881
+44,700
436
$1.73M 0.03%
51,140
-85,360
437
$1.72M 0.03%
+39,300
438
$1.71M 0.03%
+58,730
439
$1.71M 0.03%
43,600
-5,600
440
$1.71M 0.03%
+49,000
441
$1.7M 0.03%
42,880
-2,200
442
$1.7M 0.03%
7,893
-300
443
$1.68M 0.03%
23,170
-86,710
444
$1.68M 0.03%
7,320
-525
445
$1.68M 0.03%
81,370
+40,000
446
$1.67M 0.03%
35,710
-55,700
447
$1.66M 0.03%
95,020
+29,483
448
$1.66M 0.03%
+36,058
449
$1.61M 0.03%
135,566
+27,892
450
$1.6M 0.03%
39,000
16 17
18
19 20