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
1001
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-1,230
1002
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-13
1003
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1004
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-659
1005
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-3,425
1006
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-11,100
1007
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-81,360
1008
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-181,600
1009
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-140,700
1010
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-110,793
1011
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-169,400
1012
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-236,170
1013
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-65,309
1014
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-94,900
1015
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-53,300
1016
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-21,120
1017
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-16,000
1018
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-81,310
1019
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-116,000
1020
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-7,582
1021
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-32,880
1022
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-19,000
1023
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-50,800
1024
– –
-242,120
1025
– –
-43,400
39 40
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42 43