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
451
$1.6M 0.03%
+29,012
452
$1.58M 0.03%
10,755
-2,435
453
$1.58M 0.03%
+55,100
454
$1.58M 0.03%
53,532
-47,600
455
$1.56M 0.03%
+77,576
456
$1.5M 0.03%
60,000
-481,590
457
$1.5M 0.03%
18,590
-4,648
458
$1.49M 0.03%
43,700
459
$1.49M 0.03%
+73,161
460
$1.49M 0.03%
47,950
-6,362
461
$1.49M 0.03%
48,669
-12,700
462
$1.49M 0.03%
68,747
-82,775
463
$1.48M 0.03%
332,617
-125,802
464
$1.47M 0.02%
47,950
-430
465
$1.47M 0.02%
82,960
-6,900
466
$1.46M 0.02%
6,179
-1,770
467
$1.43M 0.02%
+56,700
468
$1.43M 0.02%
125,980
-79,900
469
$1.42M 0.02%
+24,629
470
$1.42M 0.02%
+132,300
471
$1.41M 0.02%
26,770
+970
472
$1.39M 0.02%
+9,380
473
$1.38M 0.02%
12,484
+3,390
474
$1.37M 0.02%
20,550
-79,040
475
$1.34M 0.02%
97,800
+7,700
17 18
19
20 21