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
726
$1.06M 0.01%
35,139
-135
727
$1.06M 0.01%
+41,298
728
$1.06M 0.01%
+149,387
729
$1.03M 0.01%
144,415
+97,668
730
$1.03M 0.01%
174,396
-21,255
731
$1.02M 0.01%
+10,018
732
$1.02M 0.01%
109,339
-9,873
733
$1.02M 0.01%
38,546
-356,363
734
$1.02M 0.01%
116,805
+47,749
735
$1.01M 0.01%
18,841
+2,258
736
$1.01M 0.01%
8,801
-20,955
737
$1.01M 0.01%
97,883
+62,706
738
$1.01M 0.01%
+83,869
739
$1M 0.01%
38,586
+25,729
740
$993K 0.01%
307,533
+165,179
741
$988K 0.01%
+2,751
742
$988K 0.01%
37,965
-1,599
743
$968K 0.01%
69,358
-1,725
744
$961K 0.01%
50,567
+27,779
745
$955K 0.01%
75,629
+30,550
746
$945K 0.01%
39,286
-88,797
747
$944K 0.01%
3,139
-350
748
$942K 0.01%
89,794
+36,067
749
$937K 0.01%
12,520
-222,419
750
$937K 0.01%
140,967
+114,803
28 29
30
31 32