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
126
$15.4M 0.26%
+144,219
127
$15.4M 0.26%
465,438
-414,552
128
$15.4M 0.26%
621,700
+39,100
129
$15.1M 0.26%
589,900
+100
130
$14.9M 0.25%
204,528
+2,260
131
$14.8M 0.25%
1,316,800
+17,470
132
$14.8M 0.25%
220,526
-149,250
133
$14.4M 0.24%
851,822
-61,100
134
$14.3M 0.24%
209,830
+58,820
135
$13.7M 0.23%
456,690
-26,600
136
$13.5M 0.23%
486,341
+17,400
137
$13.4M 0.23%
1,753,320
+347,940
138
$13.4M 0.23%
2,369,015
-393,352
139
$13.2M 0.22%
+205,630
140
$13.2M 0.22%
767,617
-165,145
141
$13.1M 0.22%
226,839
+143,749
142
$13.1M 0.22%
359,600
+28,500
143
$13M 0.22%
191,230
-143,490
144
$12.9M 0.22%
249,080
+5,390
145
$12.9M 0.22%
+300,800
146
$12.7M 0.22%
163,350
+108,710
147
$12.7M 0.22%
+356,773
148
$12.6M 0.21%
252,110
-7,800
149
$12.4M 0.21%
177,610
-1,130
150
$12.3M 0.21%
224,776
+59,300
4 5
6
7 8