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
526
$1.04M 0.02%
161,702
+4,664
527
$1.03M 0.02%
87,080
-76,120
528
$1.03M 0.02%
40,300
-69,910
529
$1.01M 0.02%
9,400
-23,300
530
$1.01M 0.02%
25,240
531
$1.01M 0.02%
8,870
-1,290
532
$1M 0.02%
10,890
-3,570
533
$996K 0.02%
17,790
534
$984K 0.02%
59,371
535
$981K 0.02%
30,202
-800
536
$980K 0.02%
16,700
-1,900
537
$978K 0.02%
+47,799
538
$977K 0.02%
+32,440
539
$967K 0.02%
13,600
540
$967K 0.02%
+129,957
541
$966K 0.02%
40,610
-3,900
542
$959K 0.02%
43,990
-26,670
543
$954K 0.02%
21,920
544
$954K 0.02%
+37,760
545
$952K 0.02%
40,050
-3,557
546
$951K 0.02%
32,910
-3,400
547
$942K 0.02%
74,183
-114,750
548
$939K 0.02%
+19,120
549
$938K 0.02%
35,200
-4,900
550
$933K 0.02%
61,400
-200
20 21
22
23 24