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
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$13.3M
5
CTSH icon
Cognizant
CTSH
+$12M

Top Sells

1
+$18M
2
+$18M
3
+$16.1M
4
CSCO icon
Cisco
CSCO
+$12.6M
5
IBM icon
IBM
IBM
+$11.5M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$967K 0.04%
15,276
+4,237
252
$958K 0.04%
55,624
-34,495
253
$949K 0.04%
+13,540
254
$946K 0.04%
20,794
+9,136
255
$931K 0.04%
+11,143
256
$928K 0.04%
11,042
+667
257
$924K 0.04%
20,439
+3,773
258
$923K 0.04%
+12,093
259
$916K 0.04%
49,127
+27,551
260
$915K 0.04%
46,684
-23,600
261
$907K 0.04%
69,681
+13,475
262
$907K 0.04%
+6,852
263
$904K 0.04%
27,164
+17,285
264
$903K 0.04%
12,824
+8,075
265
$898K 0.04%
9,533
+4,859
266
$882K 0.03%
10,001
+1,604
267
$882K 0.03%
37,444
+24,115
268
$870K 0.03%
+18,420
269
$869K 0.03%
31,106
-6,840
270
$864K 0.03%
+36,364
271
$860K 0.03%
25,711
+4,790
272
$846K 0.03%
11,961
-2,045
273
$843K 0.03%
18,362
-55,487
274
$832K 0.03%
16,062
-3,786
275
$832K 0.03%
14,182
-3,541
9 10
11
12 13