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
$13B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,179
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$78.8M
3
+$77.6M
4
BMY icon
Bristol-Myers Squibb
BMY
+$76.1M
5
LMT icon
Lockheed Martin
LMT
+$63M

Top Sells

1
+$126M
2
+$121M
3
+$86.3M
4
CTXS
Citrix Systems Inc
CTXS
+$58.2M
5
KMB icon
Kimberly-Clark
KMB
+$56.1M

Sector Composition

1 Technology 22.35%
2 Healthcare 14.04%
3 Consumer Discretionary 13.03%
4 Financials 12.63%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.3M 0.11%
317,747
+172,159
227
$14.2M 0.11%
490,180
-4,380
228
$14.1M 0.11%
521,313
-250,856
229
$14.1M 0.11%
1,904,434
-240,098
230
$14.1M 0.11%
216,983
-27,152
231
$14M 0.11%
1,168,803
-27,718
232
$13.8M 0.11%
666,853
-7,448
233
$13.6M 0.1%
283,390
-6,317
234
$13.5M 0.1%
564,124
+459,042
235
$13.4M 0.1%
105,612
-2,204
236
$13.2M 0.1%
16,925
+2,689
237
$13M 0.1%
391,668
+92,113
238
$12.9M 0.1%
99,439
+16,543
239
$12.9M 0.1%
147,616
+127,011
240
$12.8M 0.1%
230,948
-498,499
241
$12.7M 0.1%
89,368
+28,086
242
$12.7M 0.1%
+327,986
243
$12.6M 0.1%
613,225
-362
244
$12.5M 0.1%
197,092
-117,625
245
$12.4M 0.1%
304,243
-46,023
246
$12.3M 0.1%
590,130
+116,385
247
$12.3M 0.1%
340,230
+267,024
248
$12.3M 0.09%
532,102
+52,378
249
$12.3M 0.09%
773,649
-21,270
250
$12.2M 0.09%
+673,967
8 9
10
11 12