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
776
$850K 0.01%
63,138
+6,653
777
$848K 0.01%
7,310
-908
778
$847K 0.01%
89,805
-59,760
779
$843K 0.01%
258,662
-527,593
780
$836K 0.01%
124,993
+105,578
781
$834K 0.01%
48,391
-23,991
782
$822K 0.01%
56,971
-18,357
783
$819K 0.01%
23,244
+12,364
784
$811K 0.01%
14,755
+1,084
785
$803K 0.01%
20,383
+11,138
786
$787K 0.01%
+76,045
787
$786K 0.01%
27,826
-337,575
788
$785K 0.01%
19,920
+14,261
789
$783K 0.01%
+39,142
790
$771K 0.01%
6,417
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791
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46,423
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792
$762K 0.01%
44,749
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793
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794
$759K 0.01%
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795
$756K 0.01%
108,739
-59,519
796
$752K 0.01%
55,129
+21,212
797
$749K 0.01%
46,347
-1,924
798
$746K 0.01%
+7,814
799
$732K 0.01%
162,321
+25,924
800
$732K 0.01%
72,994
+5,478
30 31
32
33 34