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
$4.79B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$34.5M
3
+$27.8M
4
LMT icon
Lockheed Martin
LMT
+$13.9M
5
MET icon
MetLife
MET
+$10.8M

Top Sells

1
+$46.4M
2
+$26.8M
3
+$19.1M
4
META icon
Meta Platforms (Facebook)
META
+$19M
5
INTU icon
Intuit
INTU
+$13.6M

Sector Composition

1 Financials 18.63%
2 Healthcare 15.46%
3 Technology 14.82%
4 Consumer Discretionary 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.94M 0.04%
141,947
277
$1.94M 0.04%
127,215
-2,187
278
$1.93M 0.04%
+35,951
279
$1.92M 0.04%
20,682
280
$1.92M 0.04%
21,535
+1,517
281
$1.91M 0.04%
+31,114
282
$1.91M 0.04%
25,246
+823
283
$1.9M 0.04%
+31,494
284
$1.89M 0.04%
10,723
-201
285
$1.88M 0.04%
+97,490
286
$1.87M 0.04%
28,231
+669
287
$1.86M 0.04%
22,916
-1,096
288
$1.85M 0.04%
76,089
-1,074
289
$1.84M 0.04%
28,604
+460
290
$1.84M 0.04%
23,270
+846
291
$1.83M 0.04%
123,355
+4,480
292
$1.83M 0.04%
54,177
-1,753
293
$1.82M 0.04%
46,260
-2,366
294
$1.82M 0.04%
26,628
-2,572
295
$1.82M 0.04%
37,724
+3,363
296
$1.81M 0.04%
51,200
+151
297
$1.8M 0.04%
101,820
-7,286
298
$1.8M 0.04%
7,197
-168
299
$1.79M 0.04%
+22,906
300
$1.76M 0.04%
58,438
-3,110
10 11
12
13 14