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
601
$726K 0.01%
35,500
602
$717K 0.01%
24,942
+12,300
603
$709K 0.01%
13,470
+170
604
$701K 0.01%
+41,600
605
$696K 0.01%
11,354
-1,600
606
$693K 0.01%
8,853
607
$688K 0.01%
+10,600
608
$684K 0.01%
28,900
-67,907
609
$683K 0.01%
44,700
610
$682K 0.01%
44,246
+2,150
611
$674K 0.01%
120,877
-17,900
612
$671K 0.01%
41,700
-3,100
613
$670K 0.01%
17,430
-2,000
614
$664K 0.01%
337,219
-56,700
615
$661K 0.01%
106,828
-19,000
616
$657K 0.01%
19,976
-891
617
$656K 0.01%
65,620
-3,600
618
$656K 0.01%
50,800
+1,000
619
$656K 0.01%
109,000
+57,100
620
$654K 0.01%
+14,400
621
$652K 0.01%
29,556
-15,100
622
$652K 0.01%
9,700
-173,440
623
$652K 0.01%
88,700
+12,800
624
$648K 0.01%
107,813
+12,313
625
$648K 0.01%
+25,205
23 24
25
26 27