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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$21.1M
3
+$19.9M
4
MPC icon
Marathon Petroleum
MPC
+$15.4M
5
T icon
AT&T
T
+$12.8M

Top Sells

1
+$38.6M
2
+$36.4M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.76M 0.06%
62,525
+4,939
227
$1.76M 0.06%
+122,196
228
$1.74M 0.06%
73,764
+27,230
229
$1.74M 0.06%
26,591
+1,722
230
$1.71M 0.05%
26,276
+2,076
231
$1.69M 0.05%
+24,038
232
$1.68M 0.05%
+92,242
233
$1.67M 0.05%
6,035
-1,381
234
$1.66M 0.05%
14,957
+1,169
235
$1.66M 0.05%
85,810
+52,912
236
$1.65M 0.05%
64,794
+3,499
237
$1.65M 0.05%
25,243
+9,559
238
$1.65M 0.05%
83,240
+1,623
239
$1.64M 0.05%
74,356
-1
240
$1.62M 0.05%
25,065
+1,645
241
$1.62M 0.05%
+23,829
242
$1.62M 0.05%
18,693
+14,741
243
$1.61M 0.05%
81,618
+8,226
244
$1.61M 0.05%
48,109
-2,268
245
$1.59M 0.05%
76,677
+23,478
246
$1.59M 0.05%
50,066
+15,188
247
$1.58M 0.05%
+10,333
248
$1.58M 0.05%
+47,331
249
$1.58M 0.05%
115,300
+4,616
250
$1.57M 0.05%
1,763
+179
8 9
10
11 12