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
751
$935K 0.01%
50,513
+11,119
752
$932K 0.01%
95,914
-38,473
753
$929K 0.01%
2,020
+650
754
$925K 0.01%
71,124
+43,946
755
$923K 0.01%
32,677
-199
756
$909K 0.01%
35,235
+15,629
757
$908K 0.01%
1,908
758
$903K 0.01%
+15,052
759
$897K 0.01%
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760
$894K 0.01%
+73,495
761
$890K 0.01%
51,588
+375
762
$886K 0.01%
220,357
+182,514
763
$883K 0.01%
168,134
-528,135
764
$882K 0.01%
20,271
-38,400
765
$882K 0.01%
10,631
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766
$877K 0.01%
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767
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95,968
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769
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579,752
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770
$873K 0.01%
4,170
771
$873K 0.01%
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772
$866K 0.01%
14,867
-78,843
773
$860K 0.01%
243,518
+88,735
774
$858K 0.01%
19,521
-21,677
775
$856K 0.01%
+46,720
29 30
31
32 33