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
826
$256K ﹤0.01%
+26,452
827
$252K ﹤0.01%
71,515
-7,485
828
$247K ﹤0.01%
18,454
-1,923
829
$246K ﹤0.01%
12,199
830
$244K ﹤0.01%
29,705
-5,200
831
$243K ﹤0.01%
+17,700
832
$243K ﹤0.01%
2,101
-246
833
$243K ﹤0.01%
+39,500
834
$241K ﹤0.01%
48,100
-43,000
835
$237K ﹤0.01%
12,700
-23,700
836
$235K ﹤0.01%
+9,747
837
$234K ﹤0.01%
177,514
+20,500
838
$232K ﹤0.01%
+19,500
839
$231K ﹤0.01%
+2,093
840
$229K ﹤0.01%
20,690
-79,210
841
$227K ﹤0.01%
8,031
-51,200
842
$225K ﹤0.01%
9,475
+300
843
$223K ﹤0.01%
126,426
-900
844
$219K ﹤0.01%
+3,100
845
$218K ﹤0.01%
88,800
-140,300
846
$217K ﹤0.01%
4,000
-1,469
847
$213K ﹤0.01%
+6,765
848
$209K ﹤0.01%
+33,800
849
$204K ﹤0.01%
+55,300
850
$204K ﹤0.01%
+88,489
32 33
34
35 36