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
926
$309K ﹤0.01%
+3,334
927
$305K ﹤0.01%
+22,468
928
$303K ﹤0.01%
1,836
-112,659
929
$301K ﹤0.01%
+785
930
$300K ﹤0.01%
16,625
-1,374
931
$293K ﹤0.01%
13,264
+11,116
932
$293K ﹤0.01%
11,299
-14,022
933
$292K ﹤0.01%
14,643
934
$290K ﹤0.01%
+8,647
935
$290K ﹤0.01%
+48,474
936
$285K ﹤0.01%
3,821
-37,044
937
$280K ﹤0.01%
7,523
-25,127
938
$280K ﹤0.01%
9,026
-39,111
939
$278K ﹤0.01%
27,976
-763
940
$277K ﹤0.01%
1,002
-4,479
941
$276K ﹤0.01%
30,776
+1,988
942
$271K ﹤0.01%
5,280
-318,654
943
$263K ﹤0.01%
11,551
-2,385
944
$262K ﹤0.01%
3,132
-4,772
945
$259K ﹤0.01%
3,711
-21,152
946
$256K ﹤0.01%
20,117
-670
947
$255K ﹤0.01%
+7,214
948
$254K ﹤0.01%
26,203
+4,311
949
$251K ﹤0.01%
9,001
-100,096
950
$246K ﹤0.01%
+13,269
36 37
38
39 40