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
51
$54.8M 0.42%
508,955
-75,819
52
$54.3M 0.42%
639,842
+92,348
53
$54M 0.42%
3,018,248
-71,837
54
$53.4M 0.41%
2,002,037
+83,643
55
$52.5M 0.41%
473,784
-126,679
56
$51.5M 0.4%
3,095,210
+2,986,602
57
$51.5M 0.4%
2,033,443
-1,311
58
$51.2M 0.39%
269,143
-248,087
59
$49.2M 0.38%
428,905
+64,178
60
$49.1M 0.38%
1,545,422
+74,412
61
$48.6M 0.38%
867,005
+65,855
62
$47.7M 0.37%
170,620
+148,024
63
$46M 0.35%
+186,861
64
$44.7M 0.35%
1,194,206
-125,710
65
$44.3M 0.34%
1,001,456
-22,233
66
$43.9M 0.34%
396,577
+190,413
67
$43.5M 0.34%
246,460
-10,132
68
$43.5M 0.34%
590,202
+1,930
69
$43.4M 0.33%
713,863
-104,398
70
$42.8M 0.33%
551,929
+44,824
71
$42.2M 0.33%
587,677
+442,623
72
$42.1M 0.32%
1,310,375
+108,374
73
$41.9M 0.32%
423,196
-3,116
74
$41.7M 0.32%
922,624
+429,847
75
$41.1M 0.32%
366,527
-12,898
1 2
3
4 5