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
1151
– –
-27,155
1152
– –
-48,546
1153
– –
-3,867
1154
– –
-1,128,535
1155
– –
-180,200
1156
– –
-3,019
1157
– –
-30,243
1158
– –
-28,423
1159
– –
-683,835
1160
– –
-10,339
1161
– –
-57,470
1162
– –
-193,940
1163
– –
-1,584,250
1164
– –
-7,328
1165
– –
-19,929
1166
– –
-29,348
1167
– –
-52,768
1168
– –
-3,452
1169
– –
-7,534
1170
– –
-109,570
1171
– –
-11,272
1172
– –
-17,323
1173
– –
-6,456
1174
– –
-30,892
1175
– –
-18,251
44 45 46
47
48