ZACKS INVESTMENT MANAGEMENT
Institutional investor · Portfolio as of Q1 2025
Top Holdings651 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.1M | $401.5M | 3.7% | $204.51 | +84.24% | 25 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.5M | $329.4M | 3.1% | $231.07 | -4.46% | 3 qtrssince 2024-Q3 | Increased 58 |
JPMORGAN CHASE & CO | 1.2M | $299.8M | 2.8% | $116.92 | +103.53% | 25 qtrssince 2019-Q1 | Increased 54 |
NVIDIA CORP | 2.7M | $295.4M | 2.8% | $113.92 | -3.75% | 25 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1.2M | $208.8M | 1.9% | $112.16 | +45.69% | 25 qtrssince 2019-Q1 | Increased 49 |
AMAZON.COM INC | 1.1M | $205.8M | 1.9% | $188.91 | +2.02% | 3 qtrssince 2024-Q3 | Increased 49 |
META PLATFORMS INC-CLASS A | 336,842 | $194.1M | 1.8% | $267.84 | +114.85% | 25 qtrssince 2019-Q1 | Increased 49 |
HOME DEPOT INC | 509,483 | $186.7M | 1.7% | $227.19 | +54.78% | 25 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL A | 1.2M | $185M | 1.7% | $115.86 | +32.84% | 25 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 2M | $177.3M | 1.7% | $55.24 | +53.08% | 25 qtrssince 2019-Q1 | Increased 49 |
EXXON MOBIL CORP | 1.4M | $171.3M | 1.6% | $66.80 | +70.39% | 25 qtrssince 2019-Q1 | Increased 49 |
ABBVIE INC | 815,053 | $170.8M | 1.6% | $109.93 | +81.60% | 25 qtrssince 2019-Q1 | Increased 52 |
JOHNSON & JOHNSON | 871,393 | $144.5M | 1.3% | $131.79 | +21.49% | 25 qtrssince 2019-Q1 | Increased 50 |
CATERPILLAR INC | 421,139 | $138.9M | 1.3% | $154.74 | +109.45% | 25 qtrssince 2019-Q1 | Increased 48 |
CISCO SYSTEMS INC | 2.2M | $137.5M | 1.3% | $46.23 | +29.14% | 25 qtrssince 2019-Q1 | Increased 52 |
METLIFE INC | 1.7M | $134.9M | 1.3% | $45.58 | +68.73% | 25 qtrssince 2019-Q1 | Increased 48 |
BLACKROCK INC | 139,673 | $132.2M | 1.2% | $1,005.86 | -7.27% | 2 qtrssince 2024-Q4 | Increased 48 |
CONOCOPHILLIPS | 1.2M | $130.4M | 1.2% | $54.92 | +81.63% | 20 qtrssince 2020-Q2 | Increased 50 |
PHILIP MORRIS INTERNATIONAL | 810,668 | $128.7M | 1.2% | $74.18 | +103.80% | 25 qtrssince 2019-Q1 | Increased 48 |
PARKER HANNIFIN CORP | 206,585 | $125.6M | 1.2% | $466.17 | +27.83% | 7 qtrssince 2023-Q3 | Increased 48 |
ZACKS INVESTMENT MANAGEMENT manages $10.7B across 651 positions as of Q1 2025. Top holdings: MSFT (3.7%), AAPL (3.1%), JPM (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 114 new positions, 128 exits, 343 increased. Top move: AAPL (INCREASED, conviction 58). Portfolio: $10.7B across 651 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