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
26
$85.5M 0.66%
744,520
+501
27
$84.5M 0.65%
504,895
+1,962
28
$84.3M 0.65%
424,137
+18,765
29
$84.2M 0.65%
559,796
+15,125
30
$84.1M 0.65%
711,998
-58,756
31
$84M 0.65%
227,427
+170,385
32
$81.2M 0.63%
1,424,641
+903,101
33
$81.2M 0.63%
2,200,240
-451,070
34
$78.8M 0.61%
+397,775
35
$76.4M 0.59%
1,209,594
+1,205,951
36
$74.7M 0.58%
2,807,189
-395,163
37
$74.7M 0.58%
40,856
+3,567
38
$74M 0.57%
4,212,784
+73,976
39
$71.1M 0.55%
979,018
-145,183
40
$70.8M 0.55%
447,530
+9,628
41
$68.3M 0.53%
861,496
-11,578
42
$65.2M 0.5%
4,242,812
-53,349
43
$64.3M 0.5%
1,515,900
+45,306
44
$64.1M 0.49%
788,153
+135,415
45
$62.6M 0.48%
390,728
+57,291
46
$62M 0.48%
492,166
+36,647
47
$60M 0.46%
1,539,656
-25,585
48
$58.1M 0.45%
158,079
+5,454
49
$57.8M 0.45%
1,222,816
+67,566
50
$56.3M 0.43%
504,138
-167,797
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