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
1076
– –
-20,038
1077
– –
-4,328
1078
– –
-6,187
1079
– –
-71,755
1080
– –
-23,411
1081
– –
-1,629
1082
– –
-14,055
1083
– –
-83,835
1084
– –
-2,387
1085
– –
-3,348
1086
– –
-20,930
1087
– –
-75,562
1088
– –
-81,138
1089
– –
-33,968
1090
– –
-9,852
1091
– –
-63,655
1092
– –
-261,900
1093
– –
-4,267
1094
– –
-8,558
1095
– –
-2,020,424
1096
– –
-422,409
1097
– –
-18,646
1098
– –
-69,345
1099
– –
-5,165
1100
– –
-35,072
42 43
44
45 46