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
276
$11M 0.08%
428,929
+20,718
277
$10.9M 0.08%
353,666
-24,029
278
$10.9M 0.08%
532,176
-11,537
279
$10.9M 0.08%
182,165
-28,469
280
$10.9M 0.08%
266,675
+251,164
281
$10.8M 0.08%
296,447
-25,963
282
$10.7M 0.08%
498,912
+365,712
283
$10.6M 0.08%
708,488
-42,951
284
$10.6M 0.08%
122,215
+38,617
285
$10.6M 0.08%
196,584
-680,748
286
$10.5M 0.08%
577,440
-15,100
287
$10.5M 0.08%
203,276
+86,690
288
$10.5M 0.08%
370,414
-197,470
289
$10.4M 0.08%
642,475
+616,717
290
$10.4M 0.08%
241,585
-530
291
$10.3M 0.08%
161,920
+88,762
292
$10.3M 0.08%
374,975
+22,543
293
$10.2M 0.08%
1,124,222
-153,943
294
$10.1M 0.08%
75,553
+21,903
295
$9.95M 0.08%
+30,388
296
$9.89M 0.08%
201,326
+26,513
297
$9.81M 0.08%
1,060,554
+429,272
298
$9.68M 0.07%
24,411
+14,691
299
$9.46M 0.07%
411,284
-34,120
300
$9.42M 0.07%
69,366
+33,048
10 11
12
13 14