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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$21.1M
3
+$19.9M
4
MPC icon
Marathon Petroleum
MPC
+$15.4M
5
T icon
AT&T
T
+$12.8M

Top Sells

1
+$38.6M
2
+$36.4M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.26M 0.04%
+59,702
277
$1.26M 0.04%
71,135
+214
278
$1.25M 0.04%
8,304
+1,800
279
$1.25M 0.04%
33,185
+8,281
280
$1.25M 0.04%
19,545
+2,122
281
$1.25M 0.04%
35,263
+6,078
282
$1.24M 0.04%
136,470
-23,967
283
$1.24M 0.04%
15,487
-2,780
284
$1.23M 0.04%
115,755
+56,216
285
$1.22M 0.04%
+19,929
286
$1.21M 0.04%
46,060
+17,134
287
$1.21M 0.04%
6,229
-124
288
$1.21M 0.04%
5,473
+1,209
289
$1.21M 0.04%
22,114
+230
290
$1.19M 0.04%
19,347
+10,742
291
$1.19M 0.04%
32,841
+8,496
292
$1.17M 0.04%
41,601
+4,580
293
$1.17M 0.04%
+32,038
294
$1.16M 0.04%
+62,976
295
$1.16M 0.04%
31,458
+2,290
296
$1.15M 0.04%
+56,361
297
$1.14M 0.04%
59,172
-5,920
298
$1.13M 0.04%
12,057
+1,433
299
$1.12M 0.04%
23,822
+17,143
300
$1.12M 0.04%
15,593
+2,059
10 11
12
13 14