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
201
$7.95M 0.13%
68,460
+50,150
202
$7.93M 0.13%
1,198,234
+47,600
203
$7.87M 0.13%
147,460
-47,760
204
$7.83M 0.13%
287,600
-520
205
$7.76M 0.13%
528,777
+3,962
206
$7.71M 0.13%
+212,989
207
$7.71M 0.13%
223,127
+100
208
$7.47M 0.13%
720,210
-230,100
209
$7.46M 0.13%
152,214
+90,960
210
$7.38M 0.13%
357,403
-543,334
211
$7.37M 0.12%
267,246
-42,722
212
$7.3M 0.12%
156,520
-47,340
213
$7.28M 0.12%
263,830
-158,100
214
$7.22M 0.12%
114,438
-8,761
215
$7.04M 0.12%
505,664
+167,200
216
$6.98M 0.12%
90,595
+69,530
217
$6.93M 0.12%
162,506
-61,694
218
$6.92M 0.12%
262,848
-75,996
219
$6.91M 0.12%
221,706
-13,600
220
$6.83M 0.12%
216,080
-9,420
221
$6.8M 0.12%
148,700
+400
222
$6.79M 0.12%
1,783,322
+34,000
223
$6.79M 0.12%
113,244
-7,300
224
$6.73M 0.11%
164,845
+54,361
225
$6.66M 0.11%
+183,160
7 8
9
10 11