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
676
$1.32M 0.01%
70,484
-754
677
$1.32M 0.01%
24,835
-14,677
678
$1.32M 0.01%
+31,843
679
$1.31M 0.01%
4,365
+1,181
680
$1.31M 0.01%
127,985
+27,242
681
$1.31M 0.01%
78,798
-5,594
682
$1.28M 0.01%
65,218
+14,478
683
$1.28M 0.01%
48,426
684
$1.27M 0.01%
209,691
-14,117
685
$1.27M 0.01%
65,116
-8,220
686
$1.26M 0.01%
32,397
+20,169
687
$1.26M 0.01%
26,792
-3,008
688
$1.25M 0.01%
+93,471
689
$1.23M 0.01%
60,193
+24,968
690
$1.23M 0.01%
+36,315
691
$1.23M 0.01%
47,681
-5,796
692
$1.23M 0.01%
23,449
-20,183
693
$1.22M 0.01%
24,517
-105
694
$1.22M 0.01%
436,285
-15,016
695
$1.21M 0.01%
24,139
-115
696
$1.21M 0.01%
12,456
+3,460
697
$1.21M 0.01%
187,321
-48,851
698
$1.21M 0.01%
+15,883
699
$1.2M 0.01%
60,469
-535
700
$1.2M 0.01%
105,320
+51,979
26 27
28
29 30