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
801
$288K ﹤0.01%
6,750
-337,602
802
$287K ﹤0.01%
15,097
-1,300
803
$287K ﹤0.01%
16,135
-4,109
804
$286K ﹤0.01%
33,436
+21,800
805
$285K ﹤0.01%
+15,300
806
$282K ﹤0.01%
5,400
-19,090
807
$280K ﹤0.01%
71,200
-735,481
808
$277K ﹤0.01%
48,840
-32,900
809
$277K ﹤0.01%
+27,988
810
$275K ﹤0.01%
10,400
-12,300
811
$275K ﹤0.01%
7,631
812
$274K ﹤0.01%
8,000
-42,900
813
$274K ﹤0.01%
94,200
-24,800
814
$273K ﹤0.01%
45,520
-68,006
815
$273K ﹤0.01%
11,380
-1,113
816
$272K ﹤0.01%
15,564
-5,033
817
$268K ﹤0.01%
10,700
818
$266K ﹤0.01%
9,630
-1,000
819
$266K ﹤0.01%
+16,000
820
$266K ﹤0.01%
29,709
821
$262K ﹤0.01%
13
+8
822
$262K ﹤0.01%
9,280
-2,395
823
$259K ﹤0.01%
6,980
-35,935
824
$257K ﹤0.01%
35,650
-72,800
825
$256K ﹤0.01%
6,780
31 32
33
34 35