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
$4.55B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$32.8M
3
+$25.7M
4
RTX icon
RTX Corp
RTX
+$12M
5
ABBV icon
AbbVie
ABBV
+$11.6M

Top Sells

1
+$49.9M
2
+$19.8M
3
+$19.4M
4
HD icon
Home Depot
HD
+$16.1M
5
STLD icon
Steel Dynamics
STLD
+$15.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 15.06%
3 Financials 14.64%
4 Consumer Staples 10.68%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.65M 0.04%
31,302
-1,486
227
$1.64M 0.04%
14,817
-5,517
228
$1.64M 0.04%
25,845
+534
229
$1.61M 0.04%
111,251
+3,486
230
$1.61M 0.04%
65,013
-1,238
231
$1.6M 0.04%
10,675
-1,357
232
$1.59M 0.04%
+6,159
233
$1.59M 0.03%
85,095
-1,496
234
$1.58M 0.03%
133,995
-8,879
235
$1.57M 0.03%
52,752
-7,725
236
$1.57M 0.03%
15,468
-3,020
237
$1.56M 0.03%
212,908
+12,818
238
$1.56M 0.03%
13,682
-7,912
239
$1.52M 0.03%
+33,473
240
$1.51M 0.03%
113,390
+49,362
241
$1.5M 0.03%
22,543
-2,395
242
$1.5M 0.03%
78,002
-78,859
243
$1.49M 0.03%
119,930
-57,459
244
$1.49M 0.03%
31,228
-17,906
245
$1.49M 0.03%
22,072
-5,750
246
$1.47M 0.03%
5,940
-3,918
247
$1.46M 0.03%
69,200
+3,800
248
$1.45M 0.03%
+9,822
249
$1.39M 0.03%
+41,848
250
$1.39M 0.03%
3,076
-1,838
8 9
10
11 12