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
626
$1.77M 0.01%
+124,419
627
$1.76M 0.01%
166,409
+94,064
628
$1.75M 0.01%
115,859
+93,730
629
$1.74M 0.01%
41,381
-2,692
630
$1.74M 0.01%
+12,460
631
$1.73M 0.01%
625,568
+194,867
632
$1.73M 0.01%
+9,844
633
$1.72M 0.01%
+40,256
634
$1.72M 0.01%
120,298
+45,612
635
$1.72M 0.01%
30,980
+29,873
636
$1.7M 0.01%
174,693
+71,165
637
$1.7M 0.01%
+94,000
638
$1.68M 0.01%
37,311
-1,493
639
$1.64M 0.01%
787,650
+739,011
640
$1.61M 0.01%
552,180
+287,650
641
$1.6M 0.01%
36,280
-136
642
$1.6M 0.01%
321,040
+87,500
643
$1.59M 0.01%
6,714
+5,416
644
$1.59M 0.01%
6,079
-22,247
645
$1.57M 0.01%
90,441
-9,480
646
$1.56M 0.01%
45,477
-1,853
647
$1.54M 0.01%
+33,624
648
$1.52M 0.01%
166,885
+65,952
649
$1.52M 0.01%
78,094
-24,881
650
$1.51M 0.01%
+83,521
24 25
26
27 28