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
776
$331K 0.01%
102,999
+4,800
777
$329K 0.01%
16,235
+3,493
778
$329K 0.01%
38,464
779
$328K 0.01%
+16,258
780
$324K 0.01%
12,000
-2,800
781
$323K 0.01%
19,733
+7,400
782
$322K 0.01%
+45,710
783
$321K 0.01%
+3,760
784
$316K 0.01%
13,240
+500
785
$313K 0.01%
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786
$312K 0.01%
19,930
-12,700
787
$311K 0.01%
184,888
+92,774
788
$308K 0.01%
6,400
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789
$305K 0.01%
66,959
+3,700
790
$305K 0.01%
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$304K 0.01%
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792
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793
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16,200
794
$301K 0.01%
83,037
795
$300K 0.01%
12,430
-5,900
796
$297K 0.01%
+7,833
797
$296K 0.01%
10,460
-6,590
798
$294K 0.01%
+19,900
799
$293K 0.01%
10,484
+1,000
800
$289K ﹤0.01%
5,900
-900
30 31
32
33 34