How many stocks does ZACKS INVESTMENT MANAGEMENT own?

As of Q1 2019, ZACKS INVESTMENT MANAGEMENT holds 532 positions in their 13F portfolio.

What is ZACKS INVESTMENT MANAGEMENT's largest holding?

MSFT at 2.5% of portfolio, worth $115.5M.

What is ZACKS INVESTMENT MANAGEMENT's total portfolio value?

$4.7B as of Q1 2019, tracked across 532 holdings.

Is ZACKS INVESTMENT MANAGEMENT a hedge fund?

ZACKS INVESTMENT MANAGEMENT is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does ZACKS INVESTMENT MANAGEMENT report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has ZACKS INVESTMENT MANAGEMENT's portfolio changed in Q1 2019?

View ZACKS INVESTMENT MANAGEMENT's latest portfolio changes, new positions, and exits for Q1 2019 on HoldingsIntel.

What is ZACKS INVESTMENT MANAGEMENT's investment strategy?

ZACKS INVESTMENT MANAGEMENT is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

ZACKS INVESTMENT MANAGEMENT

Institutional investor · Portfolio as of Q1 2019

Top Holdings532 positions

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Activity:

				Price Trend
MSFT MICROSOFT CORP	979,339	$115.5M	2.5%	—	$110.12	0.00%	1 qtr	First report 0
CSCO CISCO SYS INC	2M	$109.6M	2.3%	—	$43.51	0.00%	1 qtr	First report 0
HD HOME DEPOT INC	533,868	$102.4M	2.2%	—	$159.31	0.00%	1 qtr	First report 0
PG PROCTER & GAMBLE CO	892,671	$92.9M	2.0%	—	$85.93	0.00%	1 qtr	First report 0
CVX CHEVRON CORPORATION	736,990	$90.8M	1.9%	—	$89.78	0.00%	1 qtr	First report 0
JNJ JOHNSON & JOHNSON	617,241	$86.3M	1.9%	—	$113.77	0.00%	1 qtr	First report 0
INTC INTEL CORP	1.5M	$80.4M	1.7%	—	$46.51	0.00%	1 qtr	First report 0
PEP PEPSICO INC	653,440	$80.1M	1.7%	—	$96.97	0.00%	1 qtr	First report 0
PFE PFIZER INC	1.9M	$79.3M	1.7%	—	$28.06	0.00%	1 qtr	First report 0
MRK MERCK & CO INC	986,678	$79M	1.7%	—	$63.02	0.00%	1 qtr	First report 0
JPM JPMORGAN CHASE & CO	770,619	$78M	1.7%	—	$82.70	0.00%	1 qtr	First report 0
VZ VERIZON COMMUNICATIONS INC	1.3M	$77.9M	1.7%	—	$38.16	0.00%	1 qtr	First report 0
WMT WALMART INC	793,067	$77.3M	1.7%	—	$29.25	0.00%	1 qtr	First report 0
XOM <![CDATA[EXXON MOBIL CORP]]>	900,639	$72.8M	1.6%	—	$58.62	0.00%	1 qtr	First report 0
WFC WELLS FARGO & CO	1.4M	$69.8M	1.5%	—	$39.51	0.00%	1 qtr	First report 0
CCI REIT CROWN CASTLE INC	537,691	$68.8M	1.5%	—	$92.36	0.00%	1 qtr	First report 0
PRU PRUDENTIAL FINL INC	672,190	$61.8M	1.3%	—	$63.15	0.00%	1 qtr	First report 0
T AT&T INC	2M	$61.2M	1.3%	—	$13.94	0.00%	1 qtr	First report 0
AGG ETF ISHARES TR	560,793	$61.2M	1.3%	—	$87.90	0.00%	1 qtr	First report 0
PM PHILIP MORRIS INTL INC	675,329	$59.7M	1.3%	—	$60.67	0.00%	1 qtr	First report 0

$4.7B

AUM

532

Positions

Q1 2019

Filing

HI score · 3.0/5

Quarterly 13F Value Change

Not enough history yet

Activity profile

Q1'19

First report: nothing earlier to compare

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

<1Q100%1-4Q0%1-2Y0%2Y+0%

Q1 2019 Summary

First quarter we have for this fund: 532 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $4.7B across 532 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT2.48%

CSCO2.35%

HD2.20%

PG1.99%

CVX1.95%

JNJ1.85%

INTC1.72%

PEP1.72%

PFE1.70%

MRK1.69%