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
126
$27.7M 0.21%
209,211
+27,209
127
$27.2M 0.21%
521,852
-382,415
128
$27.1M 0.21%
128,037
-1,841
129
$27M 0.21%
476,861
+341,623
130
$26.8M 0.21%
2,510,573
+1,265,295
131
$26.5M 0.2%
264,378
-10,490
132
$26.4M 0.2%
1,413,199
+82,581
133
$26.2M 0.2%
199,132
+151,330
134
$26M 0.2%
588,945
+516,508
135
$25.7M 0.2%
519,288
-123,972
136
$25.7M 0.2%
103,674
+21,863
137
$25.4M 0.2%
1,090,058
+75,893
138
$25.3M 0.2%
199,250
-9,395
139
$24.9M 0.19%
174,966
-86,613
140
$24.7M 0.19%
763,822
+430,227
141
$24.6M 0.19%
410,773
-29,830
142
$24.5M 0.19%
+1,504,708
143
$24.4M 0.19%
540,167
+242,080
144
$23.7M 0.18%
2,462,935
+145,672
145
$23.7M 0.18%
73,271
+50,004
146
$23.5M 0.18%
165,639
-732
147
$23.4M 0.18%
728,832
-21,992
148
$23.3M 0.18%
146,160
149
$23.1M 0.18%
970,887
+7,912
150
$22.8M 0.18%
+897,561
4 5
6
7 8