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
251
$2.21M 0.03%
+149,014
252
$2.19M 0.03%
27,024
-6,758
253
$2.18M 0.03%
37,510
-13,322
254
$2.15M 0.03%
46,050
-10,243
255
$2.14M 0.03%
5,553
-259
256
$2.13M 0.03%
101,313
-20,319
257
$2.12M 0.03%
35,942
-8,007
258
$2.1M 0.03%
84,341
-2,918
259
$2.08M 0.03%
64,545
-1,283
260
$2.08M 0.03%
84,262
+67,137
261
$1.94M 0.03%
16,335
-205
262
$1.93M 0.03%
+15,538
263
$1.87M 0.03%
106,359
+85,301
264
$1.87M 0.03%
30,053
-845
265
$1.86M 0.03%
24,367
-94
266
$1.86M 0.03%
19,769
-625
267
$1.83M 0.03%
39,620
-837
268
$1.82M 0.03%
108,408
-222
269
$1.79M 0.03%
+8,592
270
$1.79M 0.03%
35,437
-783
271
$1.75M 0.03%
62,901
+21,902
272
$1.75M 0.03%
10,470
-183
273
$1.74M 0.03%
+7,393
274
$1.74M 0.03%
25,257
-789
275
$1.72M 0.03%
26,513
+8,031
9 10
11
12 13