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
726
$436K 0.01%
26,898
-67,469
727
$431K 0.01%
12,312
-1,803
728
$431K 0.01%
+24,300
729
$431K 0.01%
+50,100
730
$428K 0.01%
11,780
-1,540
731
$428K 0.01%
50,500
732
$417K 0.01%
162,350
-29,950
733
$417K 0.01%
42,106
-43,400
734
$416K 0.01%
+5,040
735
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+5,690
736
$411K 0.01%
+28,299
737
$406K 0.01%
13,440
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738
$403K 0.01%
41,582
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739
$403K 0.01%
9,200
-9,400
740
$400K 0.01%
50,969
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741
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55,982
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742
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23,690
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29,111
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744
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23,636
+18,236
745
$392K 0.01%
17,200
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746
$392K 0.01%
16,419
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747
$390K 0.01%
79,145
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748
$388K 0.01%
17,000
-6,900
749
$385K 0.01%
10,000
-81,496
750
$379K 0.01%
25,100
-17,200
28 29
30
31 32