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
401
$5.58M 0.04%
77,731
-48,598
402
$5.54M 0.04%
98,723
-1,474
403
$5.44M 0.04%
127,557
-103,356
404
$5.42M 0.04%
315,040
-33,728
405
$5.42M 0.04%
104,491
+76,473
406
$5.4M 0.04%
132,540
-31,980
407
$5.38M 0.04%
637,900
+122,006
408
$5.38M 0.04%
+248,989
409
$5.36M 0.04%
133,194
+103,818
410
$5.33M 0.04%
+186,278
411
$5.25M 0.04%
1,138,611
+801,397
412
$5.23M 0.04%
82,401
+49,207
413
$5.11M 0.04%
194,636
-50,464
414
$5.03M 0.04%
428,156
+266,940
415
$5.03M 0.04%
8,545
+7,822
416
$5.02M 0.04%
111,983
+72,947
417
$5M 0.04%
126,461
+88,437
418
$4.97M 0.04%
166,770
-19,451
419
$4.91M 0.04%
+106,450
420
$4.83M 0.04%
621,957
+385,937
421
$4.78M 0.04%
174,729
-9,722
422
$4.78M 0.04%
51,119
-33,156
423
$4.78M 0.04%
406,506
-33,345
424
$4.75M 0.04%
52,158
-137,692
425
$4.66M 0.04%
354,860
-317,010
15 16
17
18 19