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
676
$531K 0.01%
11,600
-2,200
677
$531K 0.01%
18,670
-47,440
678
$530K 0.01%
39,569
-9,460
679
$526K 0.01%
71,151
+37,651
680
$526K 0.01%
27,900
-28,200
681
$522K 0.01%
+34,050
682
$518K 0.01%
20,832
683
$516K 0.01%
47,421
-23,600
684
$511K 0.01%
19,570
+3,840
685
$509K 0.01%
86,259
-4,800
686
$509K 0.01%
71,400
-21,800
687
$508K 0.01%
+28,700
688
$508K 0.01%
+40,565
689
$505K 0.01%
16,378
-31,837
690
$504K 0.01%
36,800
-36,300
691
$502K 0.01%
12,744
-60,460
692
$501K 0.01%
+7,763
693
$500K 0.01%
81,800
+26,100
694
$497K 0.01%
+45,603
695
$496K 0.01%
30,670
-4,800
696
$493K 0.01%
38,300
-5,700
697
$492K 0.01%
+13,600
698
$486K 0.01%
+10,508
699
$486K 0.01%
13,570
-10,989
700
$485K 0.01%
+7,270
26 27
28
29 30