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
826
$615K ﹤0.01%
5,164
-2,321
827
$611K ﹤0.01%
40,538
-11,995
828
$611K ﹤0.01%
+42,318
829
$611K ﹤0.01%
+30,421
830
$599K ﹤0.01%
44,213
+15,791
831
$596K ﹤0.01%
266,246
+95,735
832
$594K ﹤0.01%
38,191
-21,291
833
$592K ﹤0.01%
12,377
+3,045
834
$592K ﹤0.01%
3,729
-20,972
835
$592K ﹤0.01%
+32,759
836
$589K ﹤0.01%
+17,542
837
$587K ﹤0.01%
+45,616
838
$585K ﹤0.01%
+73,710
839
$583K ﹤0.01%
+7,028
840
$582K ﹤0.01%
25,666
841
$575K ﹤0.01%
+99,754
842
$574K ﹤0.01%
114,932
-80,868
843
$568K ﹤0.01%
78,413
+57,482
844
$563K ﹤0.01%
+33,000
845
$563K ﹤0.01%
100,374
-357,581
846
$562K ﹤0.01%
+78,657
847
$558K ﹤0.01%
11,729
+6,564
848
$558K ﹤0.01%
11,524
-93
849
$557K ﹤0.01%
131,423
-61,975
850
$553K ﹤0.01%
9,910
+4,675
32 33
34
35 36