ZACKS INVESTMENT MANAGEMENT
Institutional investor · Portfolio as of Q3 2022
Top Holdings575 positions
MICROSOFT CORP | 1M | $234.9M | 3.8% | $157.76 | +42.87% | 15 qtrssince 2019-Q1 | Increased 58 |
APPLE INC | 1.4M | $187.7M | 3.0% | $80.03 | +69.38% | 15 qtrssince 2019-Q1 | Increased 60 |
CHEVRON CORPORATION | 1M | $148.7M | 2.4% | $94.25 | +30.87% | 15 qtrssince 2019-Q1 | Increased 54 |
PROCTER & GAMBLE CO | 1M | $129.7M | 2.1% | $96.46 | +17.86% | 15 qtrssince 2019-Q1 | Increased 53 |
JOHNSON & JOHNSON | 754,651 | $123.2M | 2.0% | $121.23 | +20.29% | 15 qtrssince 2019-Q1 | Increased 48 |
HOME DEPOT INC | 436,328 | $120.4M | 1.9% | $175.93 | +41.38% | 15 qtrssince 2019-Q1 | Increased 48 |
PEPSICO INC | 705,640 | $115.2M | 1.8% | $105.69 | +34.94% | 15 qtrssince 2019-Q1 | Increased 50 |
EXXON MOBIL CORP | 1.3M | $114.6M | 1.8% | $58.60 | +34.51% | 15 qtrssince 2019-Q1 | Increased 50 |
CONOCOPHILLIPS | 1.1M | $112.3M | 1.8% | $38.36 | +134.36% | 10 qtrssince 2020-Q2 | Decreased 0 |
WALMART INC | 831,570 | $107.9M | 1.7% | $33.22 | +24.21% | 15 qtrssince 2019-Q1 | Increased 48 |
JPMORGAN CHASE & CO | 1M | $106.7M | 1.7% | $91.91 | +3.20% | 15 qtrssince 2019-Q1 | Increased 49 |
PFIZER INC | 2.3M | $101.4M | 1.6% | $31.13 | +11.43% | 15 qtrssince 2019-Q1 | Increased 50 |
MERCK & CO INC | 1.1M | $91.6M | 1.5% | $65.78 | +16.29% | 15 qtrssince 2019-Q1 | Increased 48 |
METLIFE INC | 1.4M | $87.2M | 1.4% | $37.09 | +45.24% | 15 qtrssince 2019-Q1 | Increased 48 |
ABBVIE INC | 623,183 | $83.6M | 1.3% | $73.55 | +57.14% | 15 qtrssince 2019-Q1 | Decreased 0 |
GALLAGHER ARTHUR J & CO | 484,828 | $83M | 1.3% | $89.85 | +83.67% | 15 qtrssince 2019-Q1 | Increased 48 |
CISCO SYS INC | 2M | $80.7M | 1.3% | $44.11 | -18.87% | 15 qtrssince 2019-Q1 | Increased 48 |
VERIZON COMMUNICATIONS INC | 2.1M | $80.5M | 1.3% | $38.05 | -24.81% | 15 qtrssince 2019-Q1 | Increased 48 |
CVS HEALTH CORP | 835,643 | $79.7M | 1.3% | $57.61 | +43.38% | 12 qtrssince 2019-Q4 | Increased 48 |
SOUTHERN CO | 1.1M | $77.1M | 1.2% | $44.02 | +33.75% | 15 qtrssince 2019-Q1 | Increased 49 |
ZACKS INVESTMENT MANAGEMENT manages $6.3B across 575 positions as of Q3 2022. Top holdings: MSFT (3.8%), AAPL (3.0%), CVX (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 113 new positions, 100 exits, 230 increased. Top move: AAPL (INCREASED, conviction 60). Portfolio: $6.3B across 575 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