ZACKS INVESTMENT MANAGEMENT
Institutional investor · Portfolio as of Q4 2024
Top Holdings665 positions
MICROSOFT CORP | 1.1M | $455.3M | 4.2% | $203.16 | +104.66% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 2.8M | $381.9M | 3.5% | $24.36 | +449.74% | 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% | $112.38 | +105.96% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 1.1M | $231.8M | 2.1% | $187.17 | +17.22% | 2 qtrssince 2024-Q3 | Increased 54 |
ALPHABET INC | 1.2M | $231.3M | 2.1% | $102.41 | +83.77% | 24 qtrssince 2019-Q1 | Increased 54 |
PROCTER & GAMBLE CO | 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% | $220.52 | +68.45% | 24 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 329,944 | $193.2M | 1.8% | $262.76 | +121.56% | 24 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 2M | $177.6M | 1.6% | $40.54 | +119.38% | 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 |
GALLAGHER ARTHUR J & CO | 488,589 | $138.7M | 1.3% | $118.83 | +135.30% | 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% | $102.40 | +62.80% | 24 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 571,678 | $132.5M | 1.2% | $58.07 | +293.53% | 24 qtrssince 2019-Q1 | Decreased 0 |
PARKER-HANNIFIN CORP | 203,335 | $129.3M | 1.2% | $462.02 | +35.50% | 6 qtrssince 2023-Q3 | Decreased 0 |
CISCO SYS INC | 2M | $121.3M | 1.1% | $45.05 | +26.27% | 24 qtrssince 2019-Q1 | Increased 50 |
JOHNSON & JOHNSON | 827,576 | $119.7M | 1.1% | $128.27 | +7.67% | 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 Score: 3/5.0.
Active quarter - 115 new positions, 128 exits, 214 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
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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
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