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
251
$12.2M 0.09%
292,833
-17,267
252
$12.1M 0.09%
49,132
+7,600
253
$12.1M 0.09%
+207,067
254
$12M 0.09%
327,551
-12,413
255
$11.9M 0.09%
242,257
-6,063
256
$11.9M 0.09%
194,630
+33,330
257
$11.8M 0.09%
1,225,858
-52,268
258
$11.8M 0.09%
257,591
-5,058
259
$11.7M 0.09%
55,351
+29,645
260
$11.6M 0.09%
181,192
-461,297
261
$11.6M 0.09%
243,476
+57,771
262
$11.4M 0.09%
559,914
-6,026
263
$11.4M 0.09%
361,712
+366
264
$11.4M 0.09%
164,866
-112,630
265
$11.4M 0.09%
208,468
-54,020
266
$11.3M 0.09%
1,376,327
-1,395,520
267
$11.3M 0.09%
158,186
-4,223
268
$11.2M 0.09%
296,864
+192,388
269
$11.2M 0.09%
261,268
+180,887
270
$11.2M 0.09%
1,663,052
+948,233
271
$11.2M 0.09%
765,189
+515,055
272
$11.2M 0.09%
9,255
-5,480
273
$11.2M 0.09%
212,887
-15,224
274
$11.1M 0.09%
771,551
+30,197
275
$11M 0.09%
109,007
-16,191
9 10
11
12 13