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
476
$3.77M 0.03%
49,134
-24,083
477
$3.77M 0.03%
69,938
+324
478
$3.73M 0.03%
391,092
+50,034
479
$3.73M 0.03%
235,025
-57,155
480
$3.68M 0.03%
164,852
-21,951
481
$3.67M 0.03%
384,816
+359,002
482
$3.66M 0.03%
691,251
+483,353
483
$3.65M 0.03%
898,134
+626,767
484
$3.64M 0.03%
1,163,368
+467,122
485
$3.64M 0.03%
+72,726
486
$3.62M 0.03%
374,931
+51,393
487
$3.61M 0.03%
88,394
-185,639
488
$3.61M 0.03%
113,340
+75,803
489
$3.61M 0.03%
439,254
-23,571
490
$3.6M 0.03%
144,366
+3,818
491
$3.6M 0.03%
14,424
+3,159
492
$3.59M 0.03%
255,828
-23,124
493
$3.58M 0.03%
200,228
-341,947
494
$3.58M 0.03%
+135,816
495
$3.57M 0.03%
74,852
-19,117
496
$3.56M 0.03%
75,400
-1,681
497
$3.55M 0.03%
+94,777
498
$3.54M 0.03%
272,547
+17,557
499
$3.53M 0.03%
268,996
-13,772
500
$3.52M 0.03%
144,576
+1,538
18 19
20
21 22