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
326
$8.29M 0.06%
2,700,911
-1,412,891
327
$8.29M 0.06%
459,355
-2,145
328
$8.28M 0.06%
215,868
-5,586
329
$8.17M 0.06%
470,244
-194,235
330
$8.12M 0.06%
152,585
-33,365
331
$8.02M 0.06%
+396,865
332
$8.01M 0.06%
279,501
+151,868
333
$8M 0.06%
212,761
+155,306
334
$7.91M 0.06%
130,005
-19,556
335
$7.9M 0.06%
294,574
-25,877
336
$7.89M 0.06%
322,114
+111,584
337
$7.88M 0.06%
313,851
-1,940
338
$7.88M 0.06%
1,592,000
+475,680
339
$7.8M 0.06%
183,486
-1,692
340
$7.77M 0.06%
212,945
+176,840
341
$7.73M 0.06%
44,366
-67,166
342
$7.67M 0.06%
283,494
+171,108
343
$7.66M 0.06%
+416,545
344
$7.62M 0.06%
+138,348
345
$7.58M 0.06%
41,290
+1,923
346
$7.52M 0.06%
189,542
-9,374
347
$7.38M 0.06%
206,668
-19,351
348
$7.33M 0.06%
962,001
-1,154,584
349
$7.33M 0.06%
162,946
-41,235
350
$7.24M 0.06%
249,257
+138,150
12 13
14
15 16