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
501
$1.17M 0.02%
2,473
-250
502
$1.16M 0.02%
175,800
-30,900
503
$1.16M 0.02%
47,951
504
$1.15M 0.02%
52,499
+38,799
505
$1.15M 0.02%
20,433
-3,100
506
$1.14M 0.02%
32,900
+14,700
507
$1.11M 0.02%
47,520
+6,140
508
$1.11M 0.02%
+78,300
509
$1.11M 0.02%
49,779
-39,145
510
$1.1M 0.02%
68,100
-20,200
511
$1.1M 0.02%
+15,300
512
$1.1M 0.02%
31,100
-10,100
513
$1.09M 0.02%
+40,900
514
$1.09M 0.02%
12,400
515
$1.09M 0.02%
71,660
-146,500
516
$1.08M 0.02%
21,400
-85,800
517
$1.08M 0.02%
+6,892
518
$1.07M 0.02%
23,700
519
$1.07M 0.02%
38,400
-12,150
520
$1.06M 0.02%
65,966
-44,574
521
$1.06M 0.02%
19,720
-127,211
522
$1.06M 0.02%
31,449
-2,800
523
$1.05M 0.02%
86,300
-9,000
524
$1.05M 0.02%
64,597
+43,697
525
$1.04M 0.02%
15,379
-161
19 20
21
22 23