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
851
$203K ﹤0.01%
+64,115
852
$201K ﹤0.01%
+3,460
853
$200K ﹤0.01%
10,450
-166,684
854
$197K ﹤0.01%
+18,100
855
$196K ﹤0.01%
14,800
-9,400
856
$194K ﹤0.01%
10,900
857
$193K ﹤0.01%
+14,400
858
$192K ﹤0.01%
15,466
+5,334
859
$192K ﹤0.01%
34,149
860
$191K ﹤0.01%
11,900
861
$189K ﹤0.01%
43,400
-9,900
862
$189K ﹤0.01%
15
-2
863
$188K ﹤0.01%
10,000
-5,740
864
$186K ﹤0.01%
386
+46
865
$182K ﹤0.01%
+20,000
866
$181K ﹤0.01%
12,800
867
$178K ﹤0.01%
+19,100
868
$176K ﹤0.01%
+11,600
869
$174K ﹤0.01%
13,295
-3,700
870
$170K ﹤0.01%
+19,173
871
$169K ﹤0.01%
65,247
-4,900
872
$169K ﹤0.01%
+10,200
873
$167K ﹤0.01%
6,708
-5,531
874
$156K ﹤0.01%
27,300
-62,936
875
$154K ﹤0.01%
10,210
33 34
35
36 37