Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 25.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.4%
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
+$128M
2
+$79.4M
3
+$75M
4
TGT icon
Target
TGT
+$74.4M
5
AMZN icon
Amazon
AMZN
+$64.3M

Top Sells

1
+$124M
2
+$121M
3
+$83M
4
CTXS
Citrix Systems Inc
CTXS
+$58.2M
5
KMB icon
Kimberly-Clark
KMB
+$53.6M

Sector Composition

1 Technology 22.12%
2 Healthcare 14.04%
3 Consumer Discretionary 13.03%
4 Financials 12.63%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
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1027
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1028
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-38,613
1029
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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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-131,863
1036
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-47,077
1037
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-79,791
1038
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-7,106
1039
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-706,921
1040
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-14,641
1041
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1042
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1043
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1044
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1045
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1046
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1047
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-914
1048
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-35,523
1049
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-53,435
1050
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-6,439
40 41
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43 44