ZACKS INVESTMENT MANAGEMENT
Institutional investor · Portfolio as of Q3 2024
Top Holdings678 positions
MICROSOFT CORP | 1.2M | $500.8M | 4.3% | $203.16 | +108.51% | 23 qtrssince 2019-Q1 | Increased 63 |
NVIDIA CORPORATION | 3.1M | $371.6M | 3.2% | $24.36 | +397.10% | 23 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.4M | $330.4M | 2.9% | $231.07 | 0.00% | 1 qtr | New 80 |
JPMORGAN CHASE & CO. | 1.3M | $279.6M | 2.4% | $112.38 | +80.07% | 23 qtrssince 2019-Q1 | Increased 59 |
PROCTER AND GAMBLE CO | 1.3M | $232.2M | 2.0% | $111.13 | +47.67% | 23 qtrssince 2019-Q1 | Increased 58 |
HOME DEPOT INC | 554,062 | $224.5M | 1.9% | $220.52 | +74.55% | 23 qtrssince 2019-Q1 | Increased 54 |
META PLATFORMS INC | 358,218 | $205.1M | 1.8% | $262.76 | +116.44% | 23 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.2M | $196.1M | 1.7% | $99.53 | +65.47% | 23 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 1M | $191.9M | 1.7% | $186.33 | 0.00% | 1 qtr | New 70 |
WALMART INC | 2.2M | $177.2M | 1.5% | $40.54 | +95.64% | 23 qtrssince 2019-Q1 | Increased 53 |
CATERPILLAR INC | 449,078 | $175.6M | 1.5% | $152.79 | +149.76% | 23 qtrssince 2019-Q1 | Increased 49 |
BROADCOM INC | 989,828 | $170.7M | 1.5% | $58.07 | +192.02% | 23 qtrssince 2019-Q1 | Increased 77 |
ABBVIE INC | 853,207 | $168.5M | 1.5% | $102.40 | +79.49% | 23 qtrssince 2019-Q1 | Increased 53 |
EXXON MOBIL CORP | 1.4M | $168.1M | 1.5% | $65.87 | +67.11% | 23 qtrssince 2019-Q1 | Increased 53 |
JOHNSON & JOHNSON | 956,443 | $155M | 1.3% | $128.27 | +19.69% | 23 qtrssince 2019-Q1 | Increased 53 |
GALLAGHER ARTHUR J & CO | 542,525 | $152.7M | 1.3% | $118.83 | +132.78% | 23 qtrssince 2019-Q1 | Increased 53 |
METLIFE INC | 1.8M | $150.9M | 1.3% | $44.97 | +73.33% | 23 qtrssince 2019-Q1 | Increased 53 |
UNITEDHEALTH GROUP INC | 246,068 | $143.9M | 1.2% | $442.82 | +25.88% | 23 qtrssince 2019-Q1 | Increased 77 |
CONOCOPHILLIPS | 1.4M | $143.3M | 1.2% | $52.31 | +89.03% | 18 qtrssince 2020-Q2 | Increased 53 |
PARKER-HANNIFIN CORP | 224,677 | $142M | 1.2% | $462.02 | +34.28% | 5 qtrssince 2023-Q3 | Increased 53 |
ZACKS INVESTMENT MANAGEMENT manages $11.5B across 678 positions as of Q3 2024. Top holdings: MSFT (4.3%), NVDA (3.2%), AAPL (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 179 new positions, 109 exits, 333 increased. Top move: AAPL (NEW, conviction 80). Portfolio: $11.5B across 678 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR