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
251
$1.65M 0.03%
5,940
252
$1.64M 0.03%
36,183
+7,403
253
$1.62M 0.03%
398
-3
254
$1.61M 0.03%
27,678
-126
255
$1.61M 0.03%
11,692
+1,870
256
$1.61M 0.03%
34,425
+8,162
257
$1.6M 0.03%
117,924
+4,534
258
$1.57M 0.03%
16,780
+4,816
259
$1.57M 0.03%
88,895
-2,203
260
$1.54M 0.03%
19,386
+16,849
261
$1.54M 0.03%
+19,032
262
$1.53M 0.03%
3,195
+119
263
$1.52M 0.03%
+35,536
264
$1.52M 0.03%
107,926
+26,533
265
$1.5M 0.03%
158,388
+7,890
266
$1.44M 0.03%
23,874
+2,493
267
$1.42M 0.03%
41,805
+13,383
268
$1.42M 0.03%
159,865
+184
269
$1.41M 0.03%
35,643
-893
270
$1.4M 0.03%
19,110
+4,192
271
$1.4M 0.03%
+33,973
272
$1.4M 0.03%
31,093
-177
273
$1.36M 0.03%
167,088
-101,893
274
$1.36M 0.03%
55,742
-955
275
$1.34M 0.03%
19,129
+5,960
9 10
11
12 13