ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$13.3M
5
CTSH icon
Cognizant
CTSH
+$12M

Top Sells

1
+$18M
2
+$18M
3
+$16.1M
4
CSCO icon
Cisco
CSCO
+$12.6M
5
IBM icon
IBM
IBM
+$11.5M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.13M 0.04%
47,420
+11,770
227
$1.12M 0.04%
+28,171
228
$1.11M 0.04%
71,815
-6,510
229
$1.09M 0.04%
19,906
-6,424
230
$1.07M 0.04%
18,163
-4,445
231
$1.07M 0.04%
31,177
+11,419
232
$1.06M 0.04%
28,708
+3,228
233
$1.05M 0.04%
+35,618
234
$1.05M 0.04%
38,583
+360
235
$1.05M 0.04%
15,284
-255
236
$1.04M 0.04%
23,188
+14,034
237
$1.03M 0.04%
+24,611
238
$1.03M 0.04%
48,639
+10,330
239
$1.03M 0.04%
46,456
+11,694
240
$1.02M 0.04%
39,234
+13,691
241
$1.01M 0.04%
+15,715
242
$1.01M 0.04%
15,252
+2,224
243
$1M 0.04%
+19,171
244
$999K 0.04%
18,341
-3,184
245
$996K 0.04%
46,563
+21,294
246
$995K 0.04%
27,775
+5,321
247
$992K 0.04%
16,608
+844
248
$991K 0.04%
17,351
+11,123
249
$977K 0.04%
20,416
+11,970
250
$977K 0.04%
24,081
-5,045
8 9
10
11 12