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Frank C. Lanza

@Zacks Investment Management

Latest period2024 - Q3ReportedManaged Assets$11.527BTotal holdings678
Assets growth rate29.76%Assets growth rate (2-Q avg)12.25%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Zacks Investment Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 678 positions.

Assets under management

The assets under management (AUM) of Zacks Investment Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 11.527B in assets, with a quarterly growth rate of 29.76% and a 2-quarter average growth rate of 12.25%. The portfolio is managed by Frank C. Lanza, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Increased 9.23%
4.35%
$500.769M
1.164M shares@ $430.3 avg price
NVDANvidia Corporation
Recent Activity
Decreased -6.45%
3.23%
$371.597M
3.06M shares@ $121.44 avg price
AAPLApple Inc
Recent Activity
New Position
2.87%
$330.434M
1.418M shares@ $233.01 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 11.61%
2.43%
$279.637M
1.326M shares@ $210.87 avg price
PGProcter And Gamble Co
Recent Activity
Increased 11.09%
2.02%
$232.166M
1.34M shares@ $173.21 avg price
HDHome Depot Inc
Recent Activity
Increased 11.01%
1.95%
$224.506M
554,062 shares@ $405.2 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.36%
1.78%
$205.058M
358,218 shares@ $572.44 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -7.04%
1.71%
$196.076M
1.182M shares@ $165.85 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
1.67%
$191.911M
1.03M shares@ $186.33 avg price
WMTWalmart Inc
Recent Activity
Increased 10.92%
1.54%
$177.216M
2.195M shares@ $80.76 avg price