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
$4.79B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$34.5M
3
+$27.8M
4
LMT icon
Lockheed Martin
LMT
+$13.9M
5
MET icon
MetLife
MET
+$10.8M

Top Sells

1
+$46.4M
2
+$26.8M
3
+$19.1M
4
META icon
Meta Platforms (Facebook)
META
+$19M
5
INTU icon
Intuit
INTU
+$13.6M

Sector Composition

1 Financials 18.63%
2 Healthcare 15.46%
3 Technology 14.82%
4 Consumer Discretionary 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.68M 0.06%
53,501
+2,766
227
$2.67M 0.06%
24,259
+195
228
$2.63M 0.06%
76,423
-5,630
229
$2.63M 0.05%
43,781
+177
230
$2.62M 0.05%
+32,955
231
$2.62M 0.05%
138,738
+4,813
232
$2.61M 0.05%
35,039
-1,611
233
$2.59M 0.05%
284,432
-2
234
$2.58M 0.05%
120,123
+6,742
235
$2.57M 0.05%
95,949
+50,517
236
$2.54M 0.05%
31,660
-396
237
$2.52M 0.05%
24,438
-16,741
238
$2.5M 0.05%
18,587
+975
239
$2.48M 0.05%
13,957
-27,951
240
$2.46M 0.05%
18,899
-331
241
$2.43M 0.05%
42,839
+132
242
$2.4M 0.05%
25,970
-2,383
243
$2.36M 0.05%
62,896
+37,302
244
$2.35M 0.05%
44,628
-1,636
245
$2.33M 0.05%
63,857
-1
246
$2.31M 0.05%
+45,659
247
$2.31M 0.05%
50,702
+782
248
$2.28M 0.05%
+36,725
249
$2.26M 0.05%
13,898
+95
250
$2.25M 0.05%
13,148
-1,184
8 9
10
11 12