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
651
$1.5M 0.01%
7,577
+2,926
652
$1.48M 0.01%
5,558
-1,230
653
$1.47M 0.01%
29,169
+572
654
$1.46M 0.01%
1,679
-3,213
655
$1.45M 0.01%
99,503
-41,368
656
$1.45M 0.01%
19,480
+1,060
657
$1.44M 0.01%
300,246
+78,456
658
$1.44M 0.01%
239,536
+73,745
659
$1.44M 0.01%
12,229
-2,495
660
$1.43M 0.01%
4,497
-4,889
661
$1.43M 0.01%
+24,752
662
$1.42M 0.01%
147,518
+37,079
663
$1.42M 0.01%
84,440
-40,525
664
$1.41M 0.01%
58,062
-910
665
$1.4M 0.01%
+15,065
666
$1.4M 0.01%
3,968
-539
667
$1.39M 0.01%
6,760
+80
668
$1.39M 0.01%
29,585
+22,624
669
$1.35M 0.01%
+132,091
670
$1.34M 0.01%
+57,767
671
$1.33M 0.01%
+68,525
672
$1.33M 0.01%
+408,618
673
$1.33M 0.01%
32,321
-130,336
674
$1.33M 0.01%
+6,962
675
$1.33M 0.01%
227,211
-52,989
25 26
27
28 29