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
426
$4.66M 0.04%
180,105
-336,219
427
$4.66M 0.04%
33,015
-8,089
428
$4.64M 0.04%
19,583
+6,195
429
$4.62M 0.04%
597,398
-6,822
430
$4.61M 0.04%
33,136
-403,532
431
$4.6M 0.04%
269,935
+70,169
432
$4.55M 0.04%
21,963
-1,429
433
$4.54M 0.04%
147,432
+102,354
434
$4.53M 0.03%
117,713
-196,510
435
$4.52M 0.03%
138,234
-15,843
436
$4.5M 0.03%
442,947
+44,217
437
$4.49M 0.03%
66,064
-4,117
438
$4.46M 0.03%
114,103
-50,827
439
$4.44M 0.03%
114,644
-64,326
440
$4.42M 0.03%
185,345
-44,927
441
$4.42M 0.03%
+489,454
442
$4.41M 0.03%
92,759
+9,115
443
$4.39M 0.03%
313,331
+127,959
444
$4.36M 0.03%
28,645
+23,579
445
$4.34M 0.03%
230,032
+64,944
446
$4.31M 0.03%
156,412
-4,297
447
$4.29M 0.03%
124,689
-71,817
448
$4.28M 0.03%
28,913
-60,716
449
$4.24M 0.03%
83,065
+64,777
450
$4.19M 0.03%
42,909
-24,725
16 17
18
19 20