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
$6.55B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$35.8M
3
+$25.3M
4
MCD icon
McDonald's
MCD
+$15.6M
5
RTX icon
RTX Corp
RTX
+$10.5M

Top Sells

1
+$60.7M
2
+$26.8M
3
+$12.5M
4
SBUX icon
Starbucks
SBUX
+$12M
5
LRCX icon
Lam Research
LRCX
+$11.6M

Sector Composition

1 Technology 16.69%
2 Financials 15.31%
3 Healthcare 14.68%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.81M 0.04%
30,703
-455
227
$2.77M 0.04%
35,706
+210
228
$2.73M 0.04%
+19,642
229
$2.67M 0.04%
60,332
+4,012
230
$2.64M 0.04%
25,297
-1,523
231
$2.6M 0.04%
25,664
+310
232
$2.6M 0.04%
39,300
-25,931
233
$2.6M 0.04%
+6,773
234
$2.57M 0.04%
50,764
-2,665
235
$2.55M 0.04%
75,760
-5,152
236
$2.51M 0.04%
17,286
-298
237
$2.51M 0.04%
+8,971
238
$2.48M 0.04%
+54,516
239
$2.45M 0.04%
+156,299
240
$2.43M 0.04%
68,275
+23,411
241
$2.42M 0.04%
162,681
+74,643
242
$2.41M 0.04%
16,854
-1,107
243
$2.41M 0.04%
55,292
-20,772
244
$2.4M 0.04%
+50,817
245
$2.37M 0.04%
89,076
-35,482
246
$2.36M 0.04%
21,997
-1,763
247
$2.3M 0.04%
24,283
-86
248
$2.28M 0.03%
108,945
-35,978
249
$2.27M 0.03%
54,466
-1,455
250
$2.25M 0.03%
40,650
-1,234
8 9
10
11 12