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
201
$16.9M 0.13%
808,969
-15,552
202
$16.6M 0.13%
1,006,602
-27,001
203
$16.5M 0.13%
33,455
+27,918
204
$16.3M 0.13%
127,562
+106,929
205
$16.1M 0.12%
+111,477
206
$16M 0.12%
165,872
+150,543
207
$16M 0.12%
44,978
-9,642
208
$16M 0.12%
641,172
-4,878
209
$15.9M 0.12%
865,376
-22,978
210
$15.8M 0.12%
230,493
-15,059
211
$15.8M 0.12%
494,851
-23,711
212
$15.8M 0.12%
303,220
-5,576
213
$15.5M 0.12%
1,540,660
-27,538
214
$15.4M 0.12%
606,128
-3,986
215
$15.4M 0.12%
433,496
+26,797
216
$15.4M 0.12%
1,042,326
-773,481
217
$15M 0.12%
521,288
+436,702
218
$15M 0.12%
337,752
+157,449
219
$14.9M 0.12%
706,934
-22,841
220
$14.8M 0.11%
325,773
-345,975
221
$14.7M 0.11%
+221,988
222
$14.6M 0.11%
93,592
+31,981
223
$14.4M 0.11%
171,221
-72,262
224
$14.4M 0.11%
+79,208
225
$14.3M 0.11%
331,417
+50,416
7 8
9
10 11