Zacks Investment Management Portfolio Holdings

Zacks Investment Management

  • $11.4 Billion
  • Q3 2024

Zacks Investment Management has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $11.4 Billion distributed in 678 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $501M, Nvidia Corp with a value of $372M, Apple Inc. with a value of $330M, Jpmorgan Chase & CO with a value of $280M, and Procter & Gamble CO with a value of $232M.

Examining the 13F form we can see an increase of $2.56B in the current position value, from $8.87B to 11.4B.

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 $11.4 Billion
Technology: $2.58 Billion
Financial Services: $1.82 Billion
Healthcare: $1.38 Billion
Industrials: $1.25 Billion
Consumer Defensive: $923 Million
Consumer Cyclical: $910 Million
Communication Services: $832 Million
Energy: $471 Million
Other: $1.28 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$83.2B
$287,000 0.0% of portfolio
6,422
Q3 2024 Reduced 27.34%
$62.7B
$506,000 0.0% of portfolio
12,062
Q3 2024 Reduced 94.64%
$156B
$233,000 0.0% of portfolio
920
Q3 2024 New
$37.7B
$232,000 0.0% of portfolio
735
Q3 2024 Reduced 9.26%
$28.8B
$220,000 0.0% of portfolio
1,667
Q3 2024 New
$101B
$442,000 0.0% of portfolio
18,875
Q3 2024 Added 19.49%
$168B
$269,000 0.0% of portfolio
521
Q3 2024 New
$101B
$254,000 0.0% of portfolio
3,569
Q3 2024 Added 0.93%
$28.4B
$302,000 0.0% of portfolio
14,771
Q3 2024 Reduced 98.16%
$35.5B
$226,000 0.0% of portfolio
3,573
Q3 2024 New
$68.4B
$383,000 0.0% of portfolio
1,665
Q3 2024 Reduced 87.41%
$64.1B
$271,000 0.0% of portfolio
2,062
Q3 2024 Reduced 91.09%

Summary

  • Portfolio
  • No. of Stocks 678
  • Current Value $11.4 Billion
  • Prior Value $8.87 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 179 stocks
  • Additional Purchases 333 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 145 stocks
Track This Portfolio

Track Zacks Investment Management Portfolio

Follow Zacks Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zacks Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Zacks Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email