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
101
$18.4M 0.31%
290,162
-300
102
$18.3M 0.31%
250,235
+162,208
103
$18.2M 0.31%
+671,128
104
$18.2M 0.31%
2,255,500
+20,200
105
$18.1M 0.31%
481,238
-43,888
106
$17.9M 0.3%
765,091
-650,011
107
$17.8M 0.3%
394,602
+37,378
108
$17.7M 0.3%
428,530
+391,300
109
$17.6M 0.3%
244,443
-109,390
110
$17.5M 0.3%
152,078
111
$17.2M 0.29%
233,745
+214,445
112
$17M 0.29%
529,000
-152,980
113
$16.8M 0.29%
1,253,330
-262,620
114
$16.8M 0.28%
180,210
+149,020
115
$16.7M 0.28%
378,050
-35,080
116
$16.7M 0.28%
251,880
-1,160
117
$16.6M 0.28%
450,980
+9,400
118
$16.4M 0.28%
913
+8
119
$16.3M 0.28%
261,830
+123,600
120
$16.2M 0.28%
1,412,980
+166,800
121
$16.2M 0.27%
273,134
-501,084
122
$16.2M 0.27%
390,993
+187,927
123
$16M 0.27%
506,543
-15,833
124
$16M 0.27%
211,428
+900
125
$15.8M 0.27%
270,254
-422,420
3 4
5
6 7