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
501
$3.45M 0.03%
57,544
+18,048
502
$3.45M 0.03%
50,391
-143,970
503
$3.41M 0.03%
1,368
-39
504
$3.39M 0.03%
98,518
+8,667
505
$3.32M 0.03%
50,982
-111,950
506
$3.32M 0.03%
61,898
-89,273
507
$3.27M 0.03%
+38,974
508
$3.25M 0.03%
48,829
-1,036
509
$3.25M 0.03%
50,653
+7,402
510
$3.22M 0.02%
136,191
+2,657
511
$3.2M 0.02%
+74,461
512
$3.2M 0.02%
157,743
+130,563
513
$3.18M 0.02%
113,843
+26,942
514
$3.18M 0.02%
119,131
-760
515
$3.17M 0.02%
93,627
-1,659
516
$3.15M 0.02%
22,459
+9,533
517
$3.14M 0.02%
90,187
+2,562
518
$3.14M 0.02%
+280,544
519
$3.12M 0.02%
302,900
+91,020
520
$3.07M 0.02%
244,757
+94,042
521
$3.06M 0.02%
26,852
-124,745
522
$3.06M 0.02%
147,796
-299,583
523
$3.04M 0.02%
109,451
+52,055
524
$2.99M 0.02%
321,838
-34,485
525
$2.97M 0.02%
65,297
-5,068
19 20
21
22 23