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
551
$930K 0.02%
49,236
-50,005
552
$924K 0.02%
16,000
-42,900
553
$910K 0.02%
25,613
-5,100
554
$909K 0.02%
+46,400
555
$906K 0.02%
104,658
-640
556
$905K 0.02%
176,550
-13,200
557
$903K 0.02%
18,659
-1,641
558
$903K 0.02%
9,880
-9,050
559
$902K 0.02%
29,236
+900
560
$901K 0.02%
54,022
+38,692
561
$898K 0.02%
61,700
562
$889K 0.02%
23,120
+11,800
563
$884K 0.02%
106,664
+25,064
564
$871K 0.01%
19,690
565
$867K 0.01%
41,400
-3,700
566
$860K 0.01%
137,480
-21,640
567
$855K 0.01%
42,837
568
$853K 0.01%
+26,710
569
$852K 0.01%
23,700
+9,800
570
$838K 0.01%
+38,438
571
$837K 0.01%
+155
572
$832K 0.01%
53,155
+4,200
573
$827K 0.01%
143,097
+3,000
574
$824K 0.01%
24,280
-325,900
575
$822K 0.01%
11,530
-1,840
21 22
23
24 25