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
251
$1.39M 0.03%
+23,172
252
$1.39M 0.03%
7,947
+986
253
$1.38M 0.03%
7,243
+5,282
254
$1.37M 0.03%
91,098
-32,948
255
$1.36M 0.03%
56,697
-6,638
256
$1.36M 0.03%
8,888
-8,782
257
$1.34M 0.03%
109,573
-16,608
258
$1.33M 0.03%
51,336
-51,817
259
$1.33M 0.03%
17,220
-2,322
260
$1.32M 0.03%
+18,227
261
$1.32M 0.03%
63,468
-21,776
262
$1.31M 0.03%
159,681
-48,642
263
$1.31M 0.03%
401
+112
264
$1.3M 0.03%
24,955
+4,196
265
$1.3M 0.03%
163,799
-39,555
266
$1.29M 0.03%
21,733
+11,646
267
$1.28M 0.03%
49,455
-5,077
268
$1.26M 0.03%
38,451
-38,303
269
$1.26M 0.03%
31,270
-4,699
270
$1.25M 0.03%
66,740
-10,711
271
$1.24M 0.03%
14,988
+10,106
272
$1.23M 0.03%
28,780
-3,196
273
$1.22M 0.03%
21,381
-3,172
274
$1.21M 0.03%
32,051
-41,415
275
$1.18M 0.03%
+26,263
9 10
11
12 13