ZACKS INVESTMENT MANAGEMENT
Institutional investor · Portfolio as of Q1 2024
Top Holdings629 positions
MICROSOFT CORP | 1M | $429.4M | 4.6% | $171.53 | +140.59% | 21 qtrssince 2019-Q1 | Increased 59 |
NVIDIA CORPORATION | 317,573 | $286.9M | 3.1% | $21.40 | +321.01% | 21 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 1.3M | $231.3M | 2.5% | $88.36 | +91.98% | 21 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO. | 1.1M | $228.2M | 2.4% | $98.01 | +93.91% | 21 qtrssince 2019-Q1 | Increased 54 |
CATERPILLAR INC | 521,038 | $190.9M | 2.0% | $147.96 | +139.76% | 21 qtrssince 2019-Q1 | Increased 54 |
PROCTER AND GAMBLE CO | 1.1M | $186M | 2.0% | $102.63 | +47.94% | 21 qtrssince 2019-Q1 | Increased 50 |
HOME DEPOT INC | 474,940 | $182.2M | 1.9% | $196.19 | +83.34% | 21 qtrssince 2019-Q1 | Increased 50 |
AMAZON COM INC | 997,800 | $180M | 1.9% | $118.72 | +51.94% | 21 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC | 1.2M | $174.4M | 1.9% | $91.35 | +63.66% | 21 qtrssince 2019-Q1 | Increased 52 |
META PLATFORMS INC | 342,116 | $166.1M | 1.8% | $250.65 | +92.09% | 21 qtrssince 2019-Q1 | Increased 53 |
CHEVRON CORP NEW | 1M | $165.1M | 1.8% | $97.35 | +47.28% | 21 qtrssince 2019-Q1 | Increased 50 |
CONOCOPHILLIPS | 1.2M | $151.1M | 1.6% | $45.22 | +160.77% | 16 qtrssince 2020-Q2 | Increased 49 |
EXXON MOBIL CORP | 1.3M | $147.8M | 1.6% | $60.25 | +80.42% | 21 qtrssince 2019-Q1 | Increased 48 |
ABBVIE INC | 723,286 | $131.7M | 1.4% | $89.39 | +86.13% | 21 qtrssince 2019-Q1 | Increased 54 |
JOHNSON & JOHNSON | 831,122 | $131.5M | 1.4% | $125.10 | +17.94% | 21 qtrssince 2019-Q1 | Increased 50 |
BROADCOM INC | 96,363 | $127.7M | 1.4% | $40.73 | +217.85% | 21 qtrssince 2019-Q1 | Increased 49 |
MERCK & CO INC | 910,251 | $120.1M | 1.3% | $74.60 | +63.62% | 21 qtrssince 2019-Q1 | Increased 53 |
GALLAGHER ARTHUR J & CO | 479,034 | $119.8M | 1.3% | $98.50 | +148.44% | 21 qtrssince 2019-Q1 | Increased 48 |
METLIFE INC | 1.6M | $117.1M | 1.2% | $40.25 | +71.28% | 21 qtrssince 2019-Q1 | Increased 49 |
WALMART INC | 1.9M | $114M | 1.2% | $34.98 | +67.89% | 21 qtrssince 2019-Q1 | Increased 76 |
ZACKS INVESTMENT MANAGEMENT manages $9.4B across 629 positions as of Q1 2024. Top holdings: MSFT (4.6%), NVDA (3.1%), AAPL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 120 new positions, 101 exits, 377 increased. Top move: WMT (INCREASED, conviction 76). Portfolio: $9.4B across 629 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR