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
76
$40.9M 0.32%
2,276,853
+1,463,466
77
$40.8M 0.31%
257,045
-203,180
78
$39.9M 0.31%
2,487,047
-62,862
79
$39.7M 0.31%
957,452
-26,041
80
$38.9M 0.3%
523,111
+457,199
81
$38.3M 0.3%
516,364
+450,966
82
$37.3M 0.29%
1,730,800
+88,934
83
$37M 0.29%
225,193
+27,119
84
$36.9M 0.28%
441,088
-42,090
85
$36.7M 0.28%
59,426
-17,519
86
$36.5M 0.28%
150,808
+141,876
87
$36.3M 0.28%
345,234
+116,189
88
$36.2M 0.28%
791,181
-84,671
89
$36M 0.28%
200,528
+1,028
90
$36M 0.28%
657,053
+411,720
91
$35.8M 0.28%
3,071,946
+411,210
92
$35.2M 0.27%
396,002
-120,573
93
$34.7M 0.27%
1,821,738
+1,189,384
94
$34.3M 0.26%
207,645
-90,466
95
$34.3M 0.26%
1,492,702
+766,942
96
$34.1M 0.26%
+267,347
97
$34M 0.26%
2,264,341
-64,824
98
$33.2M 0.26%
161,281
+151,103
99
$33.1M 0.26%
1,363,205
+635,321
100
$33.1M 0.25%
477,691
+202,902
2 3
4
5 6