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
1026
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-238,063
1027
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-344,619
1028
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-38,613
1029
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-41,900
1030
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1031
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-67,348
1032
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-17,514
1033
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-202,883
1034
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-238,729
1035
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-47,077
1036
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-14,641
1037
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-82,139
1038
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-76,296
1039
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-60,772
1040
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-2,601
1041
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-7,328
1042
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-64,144
1043
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-26,168
1044
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-261,900
1045
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-456,056
1046
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-27,155
1047
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-109,570
1048
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-131,863
1049
– –
-706,921
1050
– –
-11,272
40 41
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