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
851
$552K ﹤0.01%
26,680
-5,529
852
$546K ﹤0.01%
15,751
+7,827
853
$545K ﹤0.01%
+3,177
854
$545K ﹤0.01%
+8,746
855
$538K ﹤0.01%
43,394
-2,441
856
$538K ﹤0.01%
9,345
-104,025
857
$535K ﹤0.01%
+111,969
858
$532K ﹤0.01%
114,439
859
$522K ﹤0.01%
+35,922
860
$512K ﹤0.01%
43,069
-254,763
861
$500K ﹤0.01%
6,259
+1,597
862
$499K ﹤0.01%
+49,226
863
$486K ﹤0.01%
+18,845
864
$484K ﹤0.01%
23,595
865
$482K ﹤0.01%
6,640
-38,412
866
$481K ﹤0.01%
+10,897
867
$472K ﹤0.01%
6,311
-5,949
868
$463K ﹤0.01%
+23,339
869
$457K ﹤0.01%
22,560
-22,384
870
$456K ﹤0.01%
11,636
-28,303
871
$456K ﹤0.01%
+7,724
872
$452K ﹤0.01%
2,749
-1,295
873
$446K ﹤0.01%
63,210
+26,220
874
$445K ﹤0.01%
+6,299
875
$443K ﹤0.01%
13,134
-107,492
33 34
35
36 37