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
351
$7.22M 0.06%
+77,610
352
$7.17M 0.06%
29,356
+5,976
353
$7.15M 0.06%
1,138,856
+112,943
354
$7.12M 0.05%
+60,023
355
$7.12M 0.05%
1,487,871
+18,963
356
$7.11M 0.05%
200,276
+100,670
357
$7.09M 0.05%
149,935
+27,367
358
$7.02M 0.05%
131,393
-11,057
359
$6.93M 0.05%
774,062
+428,656
360
$6.9M 0.05%
159,259
-4,010
361
$6.89M 0.05%
78,059
-222,694
362
$6.84M 0.05%
484,273
+3,560
363
$6.83M 0.05%
266,752
+63,504
364
$6.76M 0.05%
153,390
-13,083
365
$6.75M 0.05%
161,598
-129,253
366
$6.75M 0.05%
477,632
+24,797
367
$6.73M 0.05%
+746,835
368
$6.71M 0.05%
301,395
-5,430
369
$6.71M 0.05%
+105,408
370
$6.71M 0.05%
339,902
-2,740
371
$6.7M 0.05%
30,111
-7,314
372
$6.7M 0.05%
230,472
+12,266
373
$6.63M 0.05%
+88,997
374
$6.61M 0.05%
997,946
+468,833
375
$6.6M 0.05%
+26,760
13 14
15
16 17