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
526
$2.92M 0.02%
102,750
-117,200
527
$2.92M 0.02%
30,584
-291,544
528
$2.91M 0.02%
39,699
+1,364
529
$2.91M 0.02%
+134,907
530
$2.9M 0.02%
10,806
-5,435
531
$2.88M 0.02%
318,636
-7,888
532
$2.84M 0.02%
+84,883
533
$2.78M 0.02%
141,573
-5,776
534
$2.76M 0.02%
71,922
-62,524
535
$2.73M 0.02%
97,856
+26,595
536
$2.71M 0.02%
32,497
-2,526
537
$2.69M 0.02%
47,822
-16,365
538
$2.68M 0.02%
35,542
-111,019
539
$2.68M 0.02%
145,394
-10,824
540
$2.65M 0.02%
561,669
+452,885
541
$2.62M 0.02%
40,976
-164,517
542
$2.62M 0.02%
123,925
+4,212
543
$2.6M 0.02%
851,332
+380,982
544
$2.59M 0.02%
+45,296
545
$2.58M 0.02%
110,222
-81,154
546
$2.58M 0.02%
+255,793
547
$2.55M 0.02%
+258,215
548
$2.53M 0.02%
419,483
-927,897
549
$2.5M 0.02%
225,620
+6,173
550
$2.49M 0.02%
103,403
-4,532
20 21
22
23 24