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
551
$2.48M 0.02%
43,771
+87
552
$2.47M 0.02%
92,387
-93,277
553
$2.46M 0.02%
73,018
-9,152
554
$2.45M 0.02%
258,155
+62,153
555
$2.44M 0.02%
+206,451
556
$2.44M 0.02%
303,616
-10,731
557
$2.43M 0.02%
106,581
-50,720
558
$2.42M 0.02%
75,429
+1,265
559
$2.42M 0.02%
78,775
-5,189
560
$2.42M 0.02%
9,468
-1,202
561
$2.4M 0.02%
13,178
-20,602
562
$2.4M 0.02%
+68,185
563
$2.39M 0.02%
15,694
+8,670
564
$2.38M 0.02%
469,624
+379,716
565
$2.37M 0.02%
5,218
-944
566
$2.36M 0.02%
9,650
-63,680
567
$2.32M 0.02%
739,420
-60,532
568
$2.32M 0.02%
+11,620
569
$2.29M 0.02%
77,259
+4,457
570
$2.28M 0.02%
+38,407
571
$2.28M 0.02%
13,683
-542
572
$2.28M 0.02%
124,230
-9,886
573
$2.27M 0.02%
48,906
+29
574
$2.26M 0.02%
50,788
-37,039
575
$2.25M 0.02%
+92,579
21 22
23
24 25