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
876
$145K ﹤0.01%
5,032
-2,101
877
$143K ﹤0.01%
1,548
-210
878
$142K ﹤0.01%
+4,408
879
$139K ﹤0.01%
+16,312
880
$139K ﹤0.01%
40,653
+20,813
881
$136K ﹤0.01%
65,930
+2,034
882
$132K ﹤0.01%
10,800
-531
883
$125K ﹤0.01%
+9,979
884
$121K ﹤0.01%
+18,894
885
$109K ﹤0.01%
3,457
-4,579
886
$107K ﹤0.01%
+14,600
887
$104K ﹤0.01%
1,180
-100
888
$102K ﹤0.01%
13,632
-47,048
889
$100K ﹤0.01%
+793
890
$100K ﹤0.01%
21,700
-8,200
891
$94K ﹤0.01%
+1,116
892
$93K ﹤0.01%
+16,100
893
$88K ﹤0.01%
140
-629
894
$83K ﹤0.01%
11,800
-51,268
895
$82K ﹤0.01%
2,830
-1,960
896
$81K ﹤0.01%
+33,500
897
$81K ﹤0.01%
6,493
-4,110
898
$79K ﹤0.01%
19,756
-5,505
899
$77K ﹤0.01%
+17,700
900
$74K ﹤0.01%
+2,167
34 35
36
37 38