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
801
$727K 0.01%
18,301
-18,330
802
$723K 0.01%
+33,183
803
$720K 0.01%
+138,382
804
$717K 0.01%
81,272
+46,306
805
$717K 0.01%
19,508
+2,994
806
$712K 0.01%
60,251
-11,599
807
$700K 0.01%
256,570
+55,416
808
$699K 0.01%
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809
$696K 0.01%
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810
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13,887
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811
$674K 0.01%
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812
$670K 0.01%
30,929
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813
$670K 0.01%
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814
$669K 0.01%
92,720
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815
$669K 0.01%
9,101
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816
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26,643
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817
$659K 0.01%
2,671
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818
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819
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39,359
-3,389
820
$650K 0.01%
16,442
-2,316
821
$645K 0.01%
43,400
+10,314
822
$639K ﹤0.01%
35,674
-1,116
823
$631K ﹤0.01%
15,942
-11,011
824
$625K ﹤0.01%
15,540
-1,779
825
$616K ﹤0.01%
4,643
+432
31 32
33
34 35