Zacks Investment Management Portfolio Holdings
Zacks Investment Management
- $10.5 Billion
- Q1 2025
Zacks Investment Management has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $10.5 Billion distributed in 651 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $401M, Apple Inc. with a value of $329M, Jpmorgan Chase & CO with a value of $300M, Nvidia Corp with a value of $295M, and Procter & Gamble CO with a value of $209M.
Examining the 13F form we can see an decrease of $69.9M in the current position value, from $10.5B 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: $2.16 Billion
Financial Services: $1.72 Billion
Healthcare: $1.28 Billion
Industrials: $1.14 Billion
Consumer Defensive: $885 Million
Communication Services: $847 Million
Consumer Cyclical: $778 Million
Energy: $507 Million
Other: $1.15 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 651
- Current Value $10.5 Billion
- Prior Value $10.5 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 114 stocks
- Additional Purchases 343 stocks
- Sold out of 0 stocks
- Reduced holdings in 163 stocks