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
251
$2.23M 0.05%
67,851
+2,605
252
$2.22M 0.05%
62,407
+4,003
253
$2.22M 0.05%
123,081
254
$2.21M 0.05%
50,478
-1,444
255
$2.2M 0.05%
27,399
-699
256
$2.19M 0.05%
43,556
+1,839
257
$2.17M 0.05%
65,929
+2,541
258
$2.16M 0.05%
81,562
+368
259
$2.13M 0.04%
+38,928
260
$2.12M 0.04%
76,454
-3,356
261
$2.11M 0.04%
+42,778
262
$2.11M 0.04%
90,687
263
$2.11M 0.04%
9,506
-157
264
$2.1M 0.04%
49,750
+15,677
265
$2.09M 0.04%
+305,708
266
$2.08M 0.04%
+50,810
267
$2.07M 0.04%
+57,883
268
$2.06M 0.04%
10,248
-1
269
$2.06M 0.04%
60,764
+2
270
$2.05M 0.04%
59,891
271
$2.03M 0.04%
40,365
+33,845
272
$1.99M 0.04%
5,339
+255
273
$1.98M 0.04%
29,123
+1,734
274
$1.98M 0.04%
44,770
+1,301
275
$1.95M 0.04%
44,724
-17
9 10
11
12 13