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
301
$9.31M 0.07%
374,682
-3,358
302
$9.09M 0.07%
728,185
-14,226
303
$9.08M 0.07%
1,132,383
+732,973
304
$9.06M 0.07%
151,231
-113,595
305
$9.03M 0.07%
2,668,029
+673,177
306
$8.95M 0.07%
512,980
-19,825
307
$8.92M 0.07%
394,402
-14,074
308
$8.79M 0.07%
485,597
+70,872
309
$8.73M 0.07%
94,553
-50,522
310
$8.71M 0.07%
+425,711
311
$8.68M 0.07%
587,508
-29,626
312
$8.67M 0.07%
724,604
+100,878
313
$8.64M 0.07%
94,016
+78,685
314
$8.62M 0.07%
+464,048
315
$8.61M 0.07%
454,082
-36,252
316
$8.59M 0.07%
91,928
+1,336
317
$8.55M 0.07%
194,003
+3,439
318
$8.53M 0.07%
74,020
-11,376
319
$8.5M 0.07%
123,668
-4,700
320
$8.46M 0.07%
507,409
-13,161
321
$8.38M 0.06%
266,903
+612
322
$8.37M 0.06%
166,284
+8,482
323
$8.36M 0.06%
201,308
-170,821
324
$8.35M 0.06%
379,167
-47,830
325
$8.32M 0.06%
210,370
-137,612
11 12
13
14 15