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
876
$438K ﹤0.01%
12,145
-1,232
877
$438K ﹤0.01%
368
-162
878
$437K ﹤0.01%
30,395
-8,367
879
$431K ﹤0.01%
21,877
-147,963
880
$428K ﹤0.01%
7,041
-453,088
881
$424K ﹤0.01%
288,476
+16,825
882
$424K ﹤0.01%
18,992
-5,158
883
$422K ﹤0.01%
150,117
-20,748
884
$420K ﹤0.01%
+21,109
885
$418K ﹤0.01%
22,773
-5,039
886
$417K ﹤0.01%
94,776
+62,551
887
$416K ﹤0.01%
10,338
-30,227
888
$410K ﹤0.01%
11,193
-5,098
889
$409K ﹤0.01%
8,866
+148
890
$406K ﹤0.01%
7,801
-77,332
891
$404K ﹤0.01%
+4,646
892
$404K ﹤0.01%
+128
893
$402K ﹤0.01%
8,925
-4,904
894
$401K ﹤0.01%
+9,467
895
$400K ﹤0.01%
19,860
-163,281
896
$396K ﹤0.01%
3,271
-291,188
897
$392K ﹤0.01%
1,307
-3,725
898
$389K ﹤0.01%
7,279
-363
899
$388K ﹤0.01%
21,097
-1,082
900
$384K ﹤0.01%
35,775
34 35
36
37 38