Zacks Investment Management
Zacks Investment Management (ZIM) is a Chicago-based SEC-registered investment adviser founded in January 1992. It is wholly owned by Zacks Investment Research, Inc., which is controlled principally by Mitch Zacks and a Zacks family trust. ZIM serves a broad client base, including individuals, high-net-worth investors, institutions, and subadvisory partners, delivering both discretionary investment advisory and model portfolio services. The firm employs over 120 professionals as of 2025, combining quantitative models and qualitative expertise to build portfolios across multiple asset classes.
Investment Strategy
Zacks Investment Management applies a quantitative, research-driven strategy that relies heavily on proprietary earnings estimates, revisions, and multi-factor models. The firm offers diversified, actively managed portfolios for clients, tailored to each investor’s risk tolerance and investment goals. Its strategies utilize both U.S. and international equities, fixed income, and ETFs. ZIM also develops custom indices and provides model portfolios to other institutions. The firm’s approach emphasizes portfolio customization, risk management, daily monitoring and automatic rebalancing, and can incorporate tax-loss harvesting. Its ETF products use screens for earnings consistency, stability, valuation, and improving fundamentals, blending quantitative selection with the portfolio manager’s qualitative judgment.
Top Holdings
Equity Positions (685)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.35% | $508.0M | 1,021,261 | $173.07 | $497.41 | +$106.5M |
N NVDA | NVIDIA CORPORATION | 3.82% | $446.5M | 2,825,852 | $29.22 | $157.99 | +$151.1M |
J JPM | JPMORGAN CHASE & CO. | 3.04% | $354.9M | 1,224,100 | $108.31 | $289.91 | +$55.1M |
A AAPL | APPLE INC | 2.65% | $310.3M | 1,512,558 | $232.44 | $205.17 | -$19.0M |
G GOOGL | ALPHABET INC | 2.35% | $274.2M | 1,555,800 | $115.54 | $176.23 | +$89.2M |