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
701
$1.2M 0.01%
44,815
-2,909
702
$1.19M 0.01%
62,244
-303,376
703
$1.18M 0.01%
21,410
+6,998
704
$1.18M 0.01%
25,912
+2,608
705
$1.18M 0.01%
80,795
-5,332
706
$1.17M 0.01%
8,302
-710
707
$1.17M 0.01%
137,067
+33,906
708
$1.16M 0.01%
109,292
-3,392
709
$1.16M 0.01%
286,210
-12,161
710
$1.16M 0.01%
104,319
+18,833
711
$1.15M 0.01%
67,165
-613
712
$1.14M 0.01%
69,989
+4,207
713
$1.13M 0.01%
+205,812
714
$1.12M 0.01%
+8,908
715
$1.12M 0.01%
73,156
-15,488
716
$1.12M 0.01%
47,989
+9,877
717
$1.12M 0.01%
349,170
+112,636
718
$1.11M 0.01%
25,539
+20,378
719
$1.11M 0.01%
+54,335
720
$1.1M 0.01%
+132,180
721
$1.1M 0.01%
70,635
-63,069
722
$1.1M 0.01%
202,478
+4,191
723
$1.1M 0.01%
28,011
+3,915
724
$1.09M 0.01%
53,643
-1,228
725
$1.08M 0.01%
+15,997
27 28
29
30 31