JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q1 2022
Top Holdings989 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL C | 186,212 | $520.1M | 3.5% | $71.26 | +98.69% | 14 qtrssince 2018-Q4 | Increased 67 |
APPLE INC | 2.8M | $492.2M | 3.3% | $106.54 | +60.30% | 14 qtrssince 2018-Q4 | Increased 65 |
MICROSOFT CORP | 1.6M | $491.7M | 3.3% | $178.58 | +70.41% | 14 qtrssince 2018-Q4 | Increased 76 |
AMAZON.COM INC | 74,043 | $241.4M | 1.6% | $100.41 | +65.62% | 14 qtrssince 2018-Q4 | Decreased 0 |
LOCKHEED MARTIN CORP | 411,660 | $181.7M | 1.2% | $323.08 | +24.81% | 8 qtrssince 2020-Q2 | Decreased 0 |
MCKESSON CORP | 571,307 | $174.9M | 1.2% | $134.69 | +123.67% | 14 qtrssince 2018-Q4 | Decreased 0 |
ANTHEM INC | 355,342 | $174.6M | 1.2% | $277.41 | +71.79% | 14 qtrssince 2018-Q4 | Decreased 0 |
AT&T INC | 6.6M | $156.6M | 1.1% | $15.02 | -3.12% | 9 qtrssince 2020-Q1 | Increased 50 |
INTEL CORP | 3.1M | $151.2M | 1.0% | $49.86 | -3.61% | 10 qtrssince 2019-Q4 | Increased 61 |
ARCHER-DANIELS-MIDLAND CO | 1.6M | $148.1M | 1.0% | $46.19 | +72.60% | 14 qtrssince 2018-Q4 | Decreased 0 |
GILEAD SCIENCES INC | 2.5M | $147M | 1.0% | $53.12 | -2.12% | 14 qtrssince 2018-Q4 | Increased 52 |
THE CIGNA GROUP | 611,036 | $146.4M | 1.0% | $220.40 | +0.59% | 7 qtrssince 2020-Q3 | Increased 69 |
HUMANA INC | 331,854 | $144.4M | 1.0% | $312.21 | +35.55% | 14 qtrssince 2018-Q4 | Increased 49 |
FORD MOTOR CO | 8.5M | $144M | 1.0% | $5.84 | +114.36% | 14 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 64,879 | $132.7M | 0.9% | $1,340.08 | +52.57% | 14 qtrssince 2018-Q4 | Increased 43 |
MOLINA HEALTHCARE INC | 374,901 | $125.1M | 0.8% | $152.32 | +124.12% | 14 qtrssince 2018-Q4 | Decreased 0 |
ALLSTATE CORP | 871,548 | $120.7M | 0.8% | $85.02 | +50.95% | 14 qtrssince 2018-Q4 | Increased 46 |
FORTINET INC | 351,746 | $120.2M | 0.8% | $30.30 | +125.74% | 14 qtrssince 2018-Q4 | Decreased 0 |
CORTEVA INC | 2.1M | $120M | 0.8% | $27.97 | +100.31% | 11 qtrssince 2019-Q3 | Decreased 0 |
PRUDENTIAL FINANCIAL INC | 984,614 | $116.4M | 0.8% | $82.56 | +21.20% | 6 qtrssince 2020-Q4 | Increased 43 |
JACOBS LEVY EQUITY MANAGEMENT, INC manages $14.9B across 989 positions as of Q1 2022. Top holdings: GOOG (3.5%), AAPL (3.3%), MSFT (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 189 new positions, 159 exits, 334 increased. Top move: MSFT (INCREASED, conviction 76). Portfolio: $14.9B across 989 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer