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
376
$6.59M 0.05%
158,005
+2,935
377
$6.55M 0.05%
+66,862
378
$6.53M 0.05%
137,984
+92,099
379
$6.53M 0.05%
191,464
+164,416
380
$6.49M 0.05%
926,281
+356,325
381
$6.44M 0.05%
469,255
+434,566
382
$6.19M 0.05%
448,459
+32,315
383
$6.15M 0.05%
500,626
+396,398
384
$6.14M 0.05%
375,264
+4,695
385
$6.11M 0.05%
315,330
+1,482
386
$6.05M 0.05%
132,752
+126,376
387
$6.03M 0.05%
1,017,118
+885,556
388
$6.02M 0.05%
+189,358
389
$5.94M 0.05%
174,111
+17,485
390
$5.86M 0.05%
+64,606
391
$5.83M 0.05%
80,663
+325
392
$5.82M 0.04%
162,864
+37,005
393
$5.78M 0.04%
85,475
-27,679
394
$5.78M 0.04%
+159,965
395
$5.74M 0.04%
+426,801
396
$5.74M 0.04%
598,955
-76,591
397
$5.73M 0.04%
274,271
+11,902
398
$5.68M 0.04%
33,565
+6,294
399
$5.64M 0.04%
154,097
+132,236
400
$5.61M 0.04%
693,999
-3,997
14 15
16
17 18