ZACKS INVESTMENT MANAGEMENT
Institutional investor · Portfolio as of Q2 2024
Top Holdings608 positions
MICROSOFT CORP | 1.1M | $476.2M | 5.4% | $182.82 | +140.24% | 22 qtrssince 2019-Q1 | Increased 64 |
NVIDIA CORP | 3.3M | $404.1M | 4.5% | $24.36 | +405.66% | 22 qtrssince 2019-Q1 | Increased 92 |
JPMORGAN CHASE & CO | 1.2M | $240.3M | 2.7% | $101.93 | +89.37% | 22 qtrssince 2019-Q1 | Increased 55 |
ALPHABET INC-CL A | 1.3M | $231.7M | 2.6% | $99.53 | +81.49% | 22 qtrssince 2019-Q1 | Increased 58 |
PROCTER & GAMBLE CO/THE | 1.2M | $199M | 2.2% | $105.26 | +47.57% | 22 qtrssince 2019-Q1 | Increased 55 |
FACEBOOK INC-CLASS A | 359,540 | $181.3M | 2.0% | $262.76 | +90.47% | 22 qtrssince 2019-Q1 | Increased 55 |
HOME DEPOT INC | 499,116 | $171.8M | 1.9% | $202.43 | +60.57% | 22 qtrssince 2019-Q1 | Increased 50 |
BROADCOM INC | 113,201 | $159.9M | 1.8% | $58.07 | +170.91% | 22 qtrssince 2019-Q1 | Increased 56 |
CHEVRON CORP | 961,795 | $150.4M | 1.7% | $97.35 | +47.52% | 22 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.3M | $149.3M | 1.7% | $61.18 | +77.40% | 22 qtrssince 2019-Q1 | Increased 49 |
CATERPILLAR INC | 439,809 | $146.5M | 1.6% | $147.96 | +118.75% | 22 qtrssince 2019-Q1 | Decreased 0 |
CONOCOPHILLIPS | 1.2M | $140.4M | 1.6% | $47.21 | +125.91% | 17 qtrssince 2020-Q2 | Increased 49 |
WALMART INC | 2M | $134M | 1.5% | $36.30 | +82.65% | 22 qtrssince 2019-Q1 | Increased 50 |
MERCK & CO. INC. | 1.1M | $133.2M | 1.5% | $80.85 | +42.50% | 22 qtrssince 2019-Q1 | Increased 56 |
ABBVIE INC | 768,812 | $131.9M | 1.5% | $94.04 | +69.24% | 22 qtrssince 2019-Q1 | Increased 51 |
ARTHUR J GALLAGHER & CO | 491,754 | $127.5M | 1.4% | $102.54 | +148.11% | 22 qtrssince 2019-Q1 | Increased 49 |
JOHNSON & JOHNSON | 863,857 | $126.3M | 1.4% | $125.56 | +9.44% | 22 qtrssince 2019-Q1 | Increased 49 |
METLIFE INC | 1.6M | $115.5M | 1.3% | $41.28 | +59.42% | 22 qtrssince 2019-Q1 | Increased 49 |
QUALCOMM INC | 570,465 | $113.6M | 1.3% | $119.74 | +58.55% | 19 qtrssince 2019-Q4 | Increased 54 |
BLACKROCK INC | 138,118 | $108.7M | 1.2% | $455.89 | +67.41% | 22 qtrssince 2019-Q1 | Increased 49 |
ZACKS INVESTMENT MANAGEMENT manages $8.9B across 608 positions as of Q2 2024. Top holdings: MSFT (5.4%), NVDA (4.5%), JPM (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 106 new positions, 127 exits, 344 increased. Top move: NVDA (INCREASED, conviction 92). Portfolio: $8.9B across 608 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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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