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
901
$382K ﹤0.01%
+9,168
902
$381K ﹤0.01%
15,498
-175
903
$377K ﹤0.01%
+12,542
904
$372K ﹤0.01%
4,958
-273
905
$369K ﹤0.01%
109,823
-257,038
906
$368K ﹤0.01%
+10,809
907
$362K ﹤0.01%
+19,830
908
$360K ﹤0.01%
27,497
909
$359K ﹤0.01%
+1,458
910
$358K ﹤0.01%
28,944
-55,486
911
$358K ﹤0.01%
+21,710
912
$357K ﹤0.01%
+94,779
913
$356K ﹤0.01%
5,079
-2,536
914
$356K ﹤0.01%
+8,780
915
$352K ﹤0.01%
52,785
-815,767
916
$352K ﹤0.01%
43,424
-293,429
917
$349K ﹤0.01%
5,711
-401
918
$338K ﹤0.01%
14,888
-1,942
919
$333K ﹤0.01%
+39,266
920
$330K ﹤0.01%
3,089
-895
921
$329K ﹤0.01%
+24,030
922
$326K ﹤0.01%
44,550
+23,844
923
$322K ﹤0.01%
24,056
-2,706
924
$320K ﹤0.01%
2,411
925
$315K ﹤0.01%
4,556
+159
35 36
37
38 39