ZACKS INVESTMENT MANAGEMENT
Institutional investor · Portfolio as of Q1 2019
Top Holdings532 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 979,339 | $115.5M | 2.5% | $110.82 | 0.00% | 1 qtr | New 78 |
CISCO SYSTEMS INC | 2M | $109.6M | 2.3% | $43.51 | 0.00% | 1 qtr | New 78 |
HOME DEPOT INC | 533,868 | $102.4M | 2.2% | $162.77 | 0.00% | 1 qtr | New 78 |
PROCTER & GAMBLE CO/THE | 892,671 | $92.9M | 2.0% | $85.93 | 0.00% | 1 qtr | New 68 |
CHEVRON CORP | 736,990 | $90.8M | 1.9% | $89.78 | 0.00% | 1 qtr | New 68 |
JOHNSON & JOHNSON | 617,241 | $86.3M | 1.9% | $115.59 | 0.00% | 1 qtr | New 68 |
INTEL CORP | 1.5M | $80.4M | 1.7% | $46.51 | 0.00% | 1 qtr | New 68 |
PEPSICO INC | 653,440 | $80.1M | 1.7% | $99.93 | 0.00% | 1 qtr | New 68 |
PFIZER INC | 1.9M | $79.3M | 1.7% | $28.06 | 0.00% | 1 qtr | New 68 |
MERCK & CO. INC. | 986,678 | $79M | 1.7% | $64.32 | 0.00% | 1 qtr | New 68 |
JPMORGAN CHASE & CO | 770,619 | $78M | 1.7% | $83.49 | 0.00% | 1 qtr | New 68 |
VERIZON COMMUNICATIONS INC | 1.3M | $77.9M | 1.7% | $40.01 | 0.00% | 1 qtr | New 68 |
WALMART INC | 793,067 | $77.3M | 1.7% | $29.44 | 0.00% | 1 qtr | New 68 |
EXXON MOBIL CORP | 900,639 | $72.8M | 1.6% | $58.62 | 0.00% | 1 qtr | New 68 |
WELLS FARGO & CO | 1.4M | $69.8M | 1.5% | $39.51 | 0.00% | 1 qtr | New 68 |
CROWN CASTLE INTL CORP | 537,691 | $68.8M | 1.5% | $95.98 | 0.00% | 1 qtr | New 68 |
PRUDENTIAL FINANCIAL INC | 672,190 | $61.8M | 1.3% | $65.63 | 0.00% | 1 qtr | New 67 |
AT&T INC | 2M | $61.2M | 1.3% | $14.44 | 0.00% | 1 qtr | New 67 |
ISHARES TR | 560,793 | $61.2M | 1.3% | $87.90 | 0.00% | 1 qtr | New 67 |
PHILIP MORRIS INTERNATIONAL | 675,329 | $59.7M | 1.3% | $62.25 | 0.00% | 1 qtr | New 67 |
ZACKS INVESTMENT MANAGEMENT manages $4.7B across 532 positions as of Q1 2019. Top holdings: MSFT (2.5%), CSCO (2.3%), HD (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 532 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 78). Portfolio: $4.7B across 532 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