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
276
$820K 0.03%
32,739
+19,809
277
$816K 0.03%
9,069
-188
278
$808K 0.03%
13,589
+6,746
279
$807K 0.03%
34,440
+9,788
280
$803K 0.03%
30,825
-13,884
281
$802K 0.03%
16,042
+2,379
282
$798K 0.03%
14,726
+6,653
283
$793K 0.03%
27,964
+12,632
284
$787K 0.03%
66,908
+16,343
285
$781K 0.03%
11,666
+8,079
286
$765K 0.03%
+27,858
287
$763K 0.03%
38,769
+17,748
288
$762K 0.03%
+32,853
289
$760K 0.03%
9,564
+3,867
290
$754K 0.03%
8,622
-4,751
291
$754K 0.03%
43,685
-980
292
$753K 0.03%
+32,481
293
$751K 0.03%
1,877
+211
294
$749K 0.03%
+142,450
295
$748K 0.03%
+41,901
296
$747K 0.03%
1,287
+182
297
$746K 0.03%
+35,604
298
$745K 0.03%
39,724
+8,031
299
$743K 0.03%
+22,042
300
$730K 0.03%
18,471
+8,620
10 11
12
13 14