Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-446,994
1027
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-1,783,096
1028
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-25,484
1029
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-68,111
1030
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-76,551
1031
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-255,202
1032
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-238,063
1033
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-344,619
1034
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-41,774
1035
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-38,613
1036
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-41,900
1037
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-17,577
1038
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-67,348
1039
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-17,514
1040
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-202,883
1041
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-238,729
1042
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-131,863
1043
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-47,077
1044
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-706,921
1045
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-14,641
1046
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-82,139
1047
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-76,296
1048
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-60,772
1049
– –
-2,601
1050
– –
-62,328
40 41
42
43 44