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
476
$1.34M 0.02%
115,860
+1,400
477
$1.31M 0.02%
36,700
+23,800
478
$1.3M 0.02%
+33,840
479
$1.3M 0.02%
28,760
-125,069
480
$1.29M 0.02%
48,400
-15,100
481
$1.28M 0.02%
27,271
-94,629
482
$1.27M 0.02%
87,140
+53,540
483
$1.27M 0.02%
16,130
-22,700
484
$1.27M 0.02%
45,300
+36,600
485
$1.25M 0.02%
45,800
-500
486
$1.24M 0.02%
56,500
+43,600
487
$1.24M 0.02%
+17,000
488
$1.23M 0.02%
170,829
-49,671
489
$1.23M 0.02%
42,770
-7,760
490
$1.22M 0.02%
65,200
-400
491
$1.22M 0.02%
902,300
-41,000
492
$1.21M 0.02%
36,722
+12,812
493
$1.21M 0.02%
22,648
-162,641
494
$1.21M 0.02%
21,610
+370
495
$1.2M 0.02%
39,504
-4,400
496
$1.19M 0.02%
37,500
-60,900
497
$1.18M 0.02%
43,120
-5,800
498
$1.17M 0.02%
+97,500
499
$1.17M 0.02%
+170,850
500
$1.17M 0.02%
269,005
-302,157
18 19
20
21 22