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
451
$4.18M 0.03%
88,252
-21,317
452
$4.14M 0.03%
15,406
-1,029
453
$4.14M 0.03%
288,478
-1,154
454
$4.07M 0.03%
86,463
-134,798
455
$4.05M 0.03%
132,348
+1,360
456
$4.04M 0.03%
+169,519
457
$4.03M 0.03%
+115,786
458
$4.02M 0.03%
75,982
+41,275
459
$4.02M 0.03%
241,495
+92,411
460
$4.01M 0.03%
+53,595
461
$4M 0.03%
130,040
-485
462
$4M 0.03%
112,336
-13,359
463
$3.99M 0.03%
47,998
+44,931
464
$3.99M 0.03%
354,067
-2,651
465
$3.97M 0.03%
44,788
-46,350
466
$3.96M 0.03%
132,309
+4,476
467
$3.91M 0.03%
73,274
+16,540
468
$3.84M 0.03%
69,861
-29,893
469
$3.84M 0.03%
408,381
+86,252
470
$3.83M 0.03%
121,286
-212,571
471
$3.83M 0.03%
+151,007
472
$3.82M 0.03%
15,714
473
$3.81M 0.03%
126,456
-16,432
474
$3.8M 0.03%
17,684
-114,685
475
$3.78M 0.03%
86,734
-732,964
17 18
19
20 21