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 22.12%
2 Healthcare 14.04%
3 Consumer Discretionary 13.03%
4 Financials 12.63%
5 Industrials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-76,551
1027
– –
-255,202
1028
– –
-238,063
1029
– –
-344,619
1030
– –
-41,774
1031
– –
-38,613
1032
– –
-41,900
1033
– –
-17,577
1034
– –
-67,348
1035
– –
-17,514
1036
– –
-202,883
1037
– –
-238,729
1038
– –
-131,863
1039
– –
-47,077
1040
– –
-14,641
1041
– –
-82,139
1042
– –
-76,296
1043
– –
-60,772
1044
– –
-2,601
1045
– –
-64,144
1046
– –
-26,168
1047
– –
-261,900
1048
– –
-27,155
1049
– –
-109,570
1050
– –
-706,921
40 41
42
43 44