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
626
$647K 0.01%
55,340
-17,770
627
$646K 0.01%
82,700
-56,100
628
$644K 0.01%
57,580
629
$636K 0.01%
+36,945
630
$628K 0.01%
+25,600
631
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+52,297
632
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37,676
-65,565
633
$618K 0.01%
+18,400
634
$617K 0.01%
25,676
-11,430
635
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+29,598
636
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54,520
+700
637
$612K 0.01%
+14,000
638
$612K 0.01%
2,774
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639
$612K 0.01%
16,200
-27,700
640
$610K 0.01%
+48,463
641
$610K 0.01%
186,694
+15,200
642
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643
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644
$600K 0.01%
71,083
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645
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21,600
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646
$599K 0.01%
15,100
-20,800
647
$596K 0.01%
27,760
-11,000
648
$593K 0.01%
30,750
-21,766
649
$586K 0.01%
+23,400
650
$585K 0.01%
+18,300
24 25
26
27 28