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
976
$207K ﹤0.01%
+6,426
977
$203K ﹤0.01%
+7,300
978
$202K ﹤0.01%
+5,049
979
$194K ﹤0.01%
88,655
-151,339
980
$191K ﹤0.01%
18,134
-592
981
$170K ﹤0.01%
+10,159
982
$163K ﹤0.01%
23,506
-113
983
$159K ﹤0.01%
+18,021
984
– –
0
985
$143K ﹤0.01%
247
+2
986
$139K ﹤0.01%
+16,473
987
$136K ﹤0.01%
+1,754
988
$134K ﹤0.01%
42,527
+27,358
989
$129K ﹤0.01%
13,330
990
$129K ﹤0.01%
414
-2,387
991
$125K ﹤0.01%
+12,326
992
$121K ﹤0.01%
21,324
+6,924
993
$116K ﹤0.01%
+3,449
994
$113K ﹤0.01%
14,300
995
$97K ﹤0.01%
1,838
+1,102
996
$95K ﹤0.01%
+15,356
997
$83K ﹤0.01%
2,195
-5,869
998
$82K ﹤0.01%
1,688
-1,677
999
$80K ﹤0.01%
1,659
-519
1000
$34K ﹤0.01%
1,813
-3,060
38 39
40
41 42