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
1101
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1102
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1103
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1104
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-9,784
1105
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1106
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1107
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1108
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1109
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-1,154,806
1110
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1111
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-61,280
1112
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-71,060
1113
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-9,423
1114
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-76,166
1115
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-280,878
1116
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-163,803
1117
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1118
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-7,255
1119
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-50,849
1120
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-69,762
1121
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-17,084
1122
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-65,707
1123
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-2,835
1124
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-203,078
1125
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-49,100
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