ZACKS INVESTMENT MANAGEMENT
Institutional investor · Portfolio as of Q4 2024
Top Holdings665 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.1M | $455.3M | 4.2% | $204.51 | +106.21% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 2.8M | $381.9M | 3.5% | $113.92 | +20.65% | 24 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.4M | $361.2M | 3.3% | $231.36 | +7.46% | 2 qtrssince 2024-Q3 | Increased 58 |
JPMORGAN CHASE & CO | 1.2M | $285.7M | 2.6% | $113.84 | +104.95% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.1M | $231.8M | 2.1% | $188.82 | +17.20% | 2 qtrssince 2024-Q3 | Increased 54 |
ALPHABET INC-CL A | 1.2M | $231.3M | 2.1% | $115.86 | +64.42% | 24 qtrssince 2019-Q1 | Increased 54 |
PROCTER & GAMBLE CO/THE | 1.2M | $201.3M | 1.9% | $111.13 | +43.78% | 24 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 499,862 | $194.4M | 1.8% | $224.80 | +69.02% | 24 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 329,944 | $193.2M | 1.8% | $261.40 | +125.47% | 24 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 2M | $177.6M | 1.6% | $54.43 | +64.81% | 24 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.4M | $152M | 1.4% | $65.87 | +53.85% | 24 qtrssince 2019-Q1 | Decreased 0 |
CATERPILLAR INC | 416,326 | $151M | 1.4% | $152.79 | +132.48% | 24 qtrssince 2019-Q1 | Decreased 0 |
BLACKROCK INC | 137,919 | $141.4M | 1.3% | $1,006.79 | 0.00% | 1 qtr | New 69 |
ARTHUR J GALLAGHER & CO | 488,589 | $138.7M | 1.3% | $119.39 | +136.19% | 24 qtrssince 2019-Q1 | Decreased 0 |
METLIFE INC | 1.6M | $135M | 1.2% | $44.97 | +73.28% | 24 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 756,861 | $134.5M | 1.2% | $103.03 | +62.80% | 24 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 571,678 | $132.5M | 1.2% | $157.10 | +45.72% | 24 qtrssince 2019-Q1 | Decreased 0 |
PARKER HANNIFIN CORP | 203,335 | $129.3M | 1.2% | $464.09 | +35.64% | 6 qtrssince 2023-Q3 | Decreased 0 |
CISCO SYSTEMS INC | 2M | $121.3M | 1.1% | $45.05 | +26.27% | 24 qtrssince 2019-Q1 | Increased 50 |
JOHNSON & JOHNSON | 827,576 | $119.7M | 1.1% | $130.29 | +6.74% | 24 qtrssince 2019-Q1 | Decreased 0 |
ZACKS INVESTMENT MANAGEMENT manages $10.8B across 665 positions as of Q4 2024. Top holdings: MSFT (4.2%), NVDA (3.5%), AAPL (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 113 new positions, 126 exits, 216 increased. Top move: BLK (NEW, conviction 69). Portfolio: $10.8B across 665 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