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
576
$815K 0.01%
58,200
+4,200
577
$811K 0.01%
269,600
+16,300
578
$808K 0.01%
+88,035
579
$807K 0.01%
+17,300
580
$803K 0.01%
8,233
+832
581
$803K 0.01%
20,959
-18,300
582
$800K 0.01%
44,741
-28,529
583
$798K 0.01%
81,954
-42,246
584
$787K 0.01%
60,900
585
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133,951
-6,600
586
$781K 0.01%
+33,000
587
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8,600
-49,940
588
$773K 0.01%
46,400
-300
589
$773K 0.01%
94,600
-32,000
590
$772K 0.01%
57,520
-18,100
591
$769K 0.01%
+10,170
592
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593
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13,400
-19,600
594
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14,300
-2,900
595
$751K 0.01%
135,990
+42,690
596
$748K 0.01%
38,397
-16,703
597
$744K 0.01%
36,850
-56,100
598
$739K 0.01%
+36,750
599
$733K 0.01%
25,575
+3,200
600
$731K 0.01%
31,096
22 23
24
25 26