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
176
$18.8M 0.15%
535,780
-25,433
177
$18.8M 0.15%
+999,649
178
$18.7M 0.14%
1,235,751
+157,919
179
$18.5M 0.14%
+408,393
180
$18.2M 0.14%
2,085,311
-39,337
181
$17.9M 0.14%
1,976,647
-137,027
182
$17.8M 0.14%
235,135
+167,029
183
$17.7M 0.14%
397,969
+28,481
184
$17.6M 0.14%
407,058
-30,206
185
$17.6M 0.14%
1,640,430
+349,864
186
$17.6M 0.14%
767,706
+546,603
187
$17.5M 0.13%
425,457
-1,872
188
$17.4M 0.13%
616,402
-10,441
189
$17.3M 0.13%
754,211
-128,019
190
$17.3M 0.13%
115,576
+1,232
191
$17.3M 0.13%
258,916
+228,190
192
$17.3M 0.13%
621,973
-39,841
193
$17.3M 0.13%
1,225,392
+103,209
194
$17.3M 0.13%
263,945
+157,843
195
$17.2M 0.13%
268,776
+9,818
196
$17.2M 0.13%
387,851
+351,927
197
$17.1M 0.13%
226,711
+31,602
198
$17M 0.13%
4,360,550
-44,340
199
$16.9M 0.13%
191,615
-978,457
200
$16.9M 0.13%
509,678
-5,888
6 7
8
9 10