Zacks Investment Management Portfolio Holdings
Zacks Investment Management
- $10.5 Billion
- Q4 2024
Zacks Investment Management has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $10.5 Billion distributed in 665 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $455M, Nvidia Corp with a value of $382M, Apple Inc. with a value of $361M, Jpmorgan Chase & CO with a value of $286M, and Alphabet Inc. with a value of $231M.
Examining the 13F form we can see an decrease of $904M in the current position value, from $11.4B to 10.5B.
Zacks Investment Management is based out at Chicago, IL
Below you can find more details about Zacks Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$10.5 Billion
Technology: $2.54 Billion
Financial Services: $1.72 Billion
Industrials: $1.1 Billion
Healthcare: $1.09 Billion
Consumer Cyclical: $884 Million
Communication Services: $841 Million
Consumer Defensive: $818 Million
ETFs: $449 Million
Other: $1.1 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 665
- Current Value $10.5 Billion
- Prior Value $11.4 Billion
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 115 stocks
- Additional Purchases 214 stocks
- Sold out of 0 stocks
- Reduced holdings in 317 stocks