JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q4 2018
Top Holdings964 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.8M | $187.1M | 3.3% | $93.93 | 0.00% | 1 qtr | New 84 |
ALPHABET INC-CL C | 166,618 | $172.6M | 3.0% | $51.47 | 0.00% | 1 qtr | New 84 |
AMAZON.COM INC | 108,507 | $163M | 2.9% | $73.90 | 0.00% | 1 qtr | New 79 |
MASTERCARD INC - A | 473,162 | $89.3M | 1.6% | $178.73 | 0.00% | 1 qtr | New 68 |
APPLE INC | 522,445 | $82.4M | 1.4% | $37.39 | 0.00% | 1 qtr | New 68 |
BOEING CO/THE | 215,569 | $69.5M | 1.2% | $307.43 | 0.00% | 1 qtr | New 68 |
BRISTOL-MYERS SQUIBB CO | 1.3M | $67.2M | 1.2% | $38.86 | 0.00% | 1 qtr | New 68 |
STARBUCKS CORP | 930,980 | $60M | 1.1% | $54.35 | 0.00% | 1 qtr | New 67 |
CELGENE CORP | 870,183 | $55.8M | 1.0% | — | — | 1 qtr | New 57 |
VERTEX PHARMACEUTICALS INC | 322,690 | $53.5M | 0.9% | $161.42 | 0.00% | 1 qtr | New 57 |
TJX COMPANIES INC | 1.1M | $50.6M | 0.9% | $40.34 | 0.00% | 1 qtr | New 57 |
WELLCARE HEALTH PLANS INC | 208,598 | $49.2M | 0.9% | — | — | 1 qtr | New 57 |
COSTCO WHOLESALE CORP | 229,095 | $46.7M | 0.8% | $183.62 | 0.00% | 1 qtr | New 57 |
DOMINO'S PIZZA INC | 185,144 | $45.9M | 0.8% | $230.38 | 0.00% | 1 qtr | New 57 |
FORD MOTOR CO | 5.8M | $44M | 0.8% | $5.17 | 0.00% | 1 qtr | New 57 |
HUMANA INC | 148,868 | $42.6M | 0.7% | $265.72 | 0.00% | 1 qtr | New 57 |
PRUDENTIAL FINANCIAL INC | 515,308 | $42M | 0.7% | $57.09 | 0.00% | 1 qtr | New 57 |
OCCIDENTAL PETROLEUM CORP | 679,106 | $41.7M | 0.7% | $51.67 | 0.00% | 1 qtr | New 57 |
ANTHEM INC | 156,119 | $41M | 0.7% | $236.13 | 0.00% | 1 qtr | New 57 |
ALLERGAN PLC | 301,100 | $40.2M | 0.7% | — | — | 1 qtr | New 57 |
JACOBS LEVY EQUITY MANAGEMENT, INC manages $5.7B across 964 positions as of Q4 2018. Top holdings: MSFT (3.3%), GOOG (3.0%), AMZN (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 964 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 84). Portfolio: $5.7B across 964 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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