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
176
$9.79M 0.17%
111,370
+60,970
177
$9.79M 0.17%
332,583
+290
178
$9.65M 0.16%
237,120
+95,960
179
$9.52M 0.16%
275,389
+217,109
180
$9.32M 0.16%
851,800
-42,500
181
$9.09M 0.15%
135,061
+119,421
182
$8.98M 0.15%
342,263
+90,450
183
$8.97M 0.15%
173,090
-6,160
184
$8.9M 0.15%
140,063
-36,670
185
$8.89M 0.15%
359,661
+19,423
186
$8.84M 0.15%
147,477
-6,600
187
$8.75M 0.15%
146,630
+96,990
188
$8.69M 0.15%
22,342,520
-9,013,480
189
$8.69M 0.15%
93,060
-209,670
190
$8.61M 0.15%
190,300
-21,400
191
$8.51M 0.14%
659,988
+35,620
192
$8.33M 0.14%
147,312
-2,940
193
$8.27M 0.14%
9,000
-9,219
194
$8.27M 0.14%
131,510
+54,490
195
$8.22M 0.14%
262,850
+176,100
196
$8.13M 0.14%
948,400
+81,150
197
$8.09M 0.14%
134,750
+124,950
198
$8.09M 0.14%
183,820
+7,100
199
$7.99M 0.14%
133,760
+7,650
200
$7.96M 0.13%
354,410
+289,400
6 7
8
9 10