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
701
$483K 0.01%
66,306
+10,400
702
$481K 0.01%
31,900
-5,400
703
$478K 0.01%
17,810
-3,600
704
$477K 0.01%
+19,480
705
$475K 0.01%
60,933
-13,005
706
$472K 0.01%
+17,810
707
$470K 0.01%
+11,486
708
$468K 0.01%
+21,900
709
$468K 0.01%
114,191
+56,251
710
$467K 0.01%
35,200
+10,400
711
$466K 0.01%
96,620
+300
712
$464K 0.01%
65,806
-8,300
713
$460K 0.01%
+26,357
714
$454K 0.01%
212,205
-28,600
715
$449K 0.01%
16,749
+400
716
$448K 0.01%
21,000
-162,400
717
$447K 0.01%
37,550
+26,550
718
$445K 0.01%
28,803
-5,265
719
$443K 0.01%
5,830
-263,420
720
$443K 0.01%
+31,200
721
$442K 0.01%
+10,810
722
$440K 0.01%
75,000
-1,600
723
$440K 0.01%
158,100
-25,400
724
$439K 0.01%
+31,777
725
$438K 0.01%
+26,800
27 28
29
30 31