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
$4.94B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$30.1M
3
+$26.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.6M
5
PYPL icon
PayPal
PYPL
+$22.8M

Top Sells

1
+$29.8M
2
+$26.3M
3
+$22.9M
4
RTX icon
RTX Corp
RTX
+$12M
5
MU icon
Micron Technology
MU
+$10.5M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.8%
3 Financials 14.21%
4 Consumer Staples 11.54%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2M 0.04%
25,236
-45
227
$2M 0.04%
68,779
-6,056
228
$2M 0.04%
80,200
+11,000
229
$1.99M 0.04%
10,532
+373
230
$1.98M 0.04%
+50,082
231
$1.96M 0.04%
19,000
+3,532
232
$1.93M 0.04%
15,071
+296
233
$1.92M 0.04%
65,854
+28,247
234
$1.87M 0.04%
+60,975
235
$1.84M 0.04%
44,889
+18,735
236
$1.84M 0.04%
26,198
+353
237
$1.82M 0.04%
+7,842
238
$1.8M 0.04%
+8,170
239
$1.79M 0.04%
47,206
-3,263
240
$1.79M 0.04%
25,001
+2,929
241
$1.75M 0.04%
61,146
+8,394
242
$1.74M 0.04%
26,316
+3,773
243
$1.74M 0.04%
+35,760
244
$1.71M 0.03%
12,355
+2,846
245
$1.71M 0.03%
24,340
+1,168
246
$1.7M 0.03%
255,613
+242,941
247
$1.67M 0.03%
24,992
+6,765
248
$1.66M 0.03%
+26,273
249
$1.66M 0.03%
11,817
-23,823
250
$1.65M 0.03%
14,834
-6,899
8 9
10
11 12