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
576
$2.25M 0.02%
+47,351
577
$2.25M 0.02%
35,514
-12,604
578
$2.21M 0.02%
94,644
+20,965
579
$2.19M 0.02%
452,952
+69,534
580
$2.19M 0.02%
21,886
-758
581
$2.18M 0.02%
350,131
+92,778
582
$2.17M 0.02%
94,888
+2,600
583
$2.16M 0.02%
+56,181
584
$2.15M 0.02%
42,419
+5,107
585
$2.14M 0.02%
23,770
-63,832
586
$2.13M 0.02%
33,459
-45,549
587
$2.13M 0.02%
1,239,294
+12,463
588
$2.13M 0.02%
271,089
-58,883
589
$2.09M 0.02%
105,680
-7,119
590
$2.07M 0.02%
76,879
-2,744
591
$2.06M 0.02%
227,343
+178,773
592
$2.05M 0.02%
23,903
-7,477
593
$2.05M 0.02%
69,492
-2,403
594
$2.03M 0.02%
162,586
-109,431
595
$2.03M 0.02%
94,205
+22,827
596
$2.03M 0.02%
50,800
+11,233
597
$2.03M 0.02%
200,843
-147,811
598
$2.03M 0.02%
112,530
+54,678
599
$2.02M 0.02%
15,335
-3,607
600
$2.01M 0.02%
23,415
+14,060
22 23
24
25 26