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
601
$1.96M 0.02%
172,803
+27,617
602
$1.95M 0.02%
26,880
+4,611
603
$1.93M 0.01%
387,917
-98,906
604
$1.92M 0.01%
100,293
+18,642
605
$1.91M 0.01%
+73,764
606
$1.9M 0.01%
302,294
-13,337
607
$1.89M 0.01%
51,327
+1,038
608
$1.86M 0.01%
100,582
+64,068
609
$1.86M 0.01%
106,625
+44
610
$1.85M 0.01%
+19,386
611
$1.85M 0.01%
138,249
+80,708
612
$1.84M 0.01%
25,963
-153,891
613
$1.83M 0.01%
16,714
+7,136
614
$1.83M 0.01%
75,489
+9,172
615
$1.82M 0.01%
68,538
-199,472
616
$1.82M 0.01%
58,822
-5,895
617
$1.81M 0.01%
29,897
+20,145
618
$1.8M 0.01%
16,811
-1,057
619
$1.8M 0.01%
+71,743
620
$1.8M 0.01%
33,763
+18,982
621
$1.78M 0.01%
9,403
-2,809
622
$1.78M 0.01%
+46,868
623
$1.78M 0.01%
120,991
+51,334
624
$1.78M 0.01%
56,471
-2,203
625
$1.77M 0.01%
5,935
-163
23 24
25
26 27