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
151
$22.8M 0.18%
58,413
+16,438
152
$22.8M 0.18%
960,823
-28,951
153
$22.7M 0.18%
253,196
+23,460
154
$22.5M 0.17%
637,866
-20,361
155
$22.4M 0.17%
184,086
+2,672
156
$22.4M 0.17%
39,894
-1,094
157
$22.3M 0.17%
274,176
-58,178
158
$22.3M 0.17%
2,304,803
+121,550
159
$22.1M 0.17%
520,003
+10,297
160
$21.8M 0.17%
251,619
-45,767
161
$21.7M 0.17%
307,818
-26,035
162
$21.4M 0.17%
238,423
+86,510
163
$21.4M 0.17%
451,130
+11,024
164
$21.4M 0.16%
4,533
+725
165
$21.2M 0.16%
276,065
-7,678
166
$20.9M 0.16%
248,865
+110,779
167
$20.5M 0.16%
332,963
-59,453
168
$20.4M 0.16%
379,796
+23,850
169
$19.5M 0.15%
917,781
+863,518
170
$19.4M 0.15%
17,066
+5,449
171
$19.3M 0.15%
236,223
-61,085
172
$19.1M 0.15%
414,008
-305,468
173
$18.9M 0.15%
328,588
-150,631
174
$18.9M 0.15%
491,639
-115,824
175
$18.8M 0.15%
63,988
-5,103
5 6
7
8 9