Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
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
+$130M
2
+$78.8M
3
+$77.6M
4
BMY icon
Bristol-Myers Squibb
BMY
+$76.1M
5
LMT icon
Lockheed Martin
LMT
+$63M

Top Sells

1
+$126M
2
+$121M
3
+$86.3M
4
CTXS
Citrix Systems Inc
CTXS
+$58.2M
5
KMB icon
Kimberly-Clark
KMB
+$56.1M

Sector Composition

1 Technology 22.35%
2 Healthcare 14.04%
3 Consumer Discretionary 13.03%
4 Financials 12.63%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32.8M 0.25%
508,926
-18,061
102
$32.2M 0.25%
+988,472
103
$31.8M 0.25%
377,933
+79,040
104
$31.4M 0.24%
369,934
-4,752
105
$31.4M 0.24%
872,623
-87,099
106
$31.4M 0.24%
493,093
+70,310
107
$31.2M 0.24%
433,657
-51,918
108
$31.1M 0.24%
112,051
+6,275
109
$30.5M 0.24%
385,843
+151,391
110
$30.2M 0.23%
591,162
+531,420
111
$30.1M 0.23%
428,591
+19,135
112
$30M 0.23%
385,347
-12,703
113
$30M 0.23%
1,640,124
-1,085
114
$29.9M 0.23%
1,125,907
+636,287
115
$29.8M 0.23%
764,599
-58,288
116
$29.7M 0.23%
466,126
-326,506
117
$29.7M 0.23%
403,136
+243,097
118
$29.1M 0.22%
1,037,910
-72,343
119
$28.6M 0.22%
2,048,312
+22,830
120
$28.4M 0.22%
489,135
+378,062
121
$28.4M 0.22%
394,595
+297,623
122
$28.4M 0.22%
1,603,486
+1,048,631
123
$28.3M 0.22%
45,181
+12,164
124
$28.1M 0.22%
1,353,652
-25,501
125
$27.9M 0.22%
481,598
+24,114
3 4
5
6 7