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
$4.55B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$32.8M
3
+$25.7M
4
RTX icon
RTX Corp
RTX
+$12M
5
ABBV icon
AbbVie
ABBV
+$11.6M

Top Sells

1
+$49.9M
2
+$19.8M
3
+$19.4M
4
HD icon
Home Depot
HD
+$16.1M
5
STLD icon
Steel Dynamics
STLD
+$15.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 15.06%
3 Financials 14.64%
4 Consumer Staples 10.68%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.18M 0.03%
63,954
-9,156
277
$1.16M 0.03%
18,944
-4,772
278
$1.16M 0.03%
12,894
-1,668
279
$1.15M 0.03%
27,441
+196
280
$1.14M 0.03%
+22,598
281
$1.14M 0.03%
81,393
-12,762
282
$1.12M 0.02%
+2,232
283
$1.11M 0.02%
10,696
-1,571
284
$1.11M 0.02%
9,509
-898
285
$1.09M 0.02%
114,076
-19,020
286
$1.08M 0.02%
68,223
+29,335
287
$1.08M 0.02%
16,512
-4,204
288
$1.07M 0.02%
+49,686
289
$1.06M 0.02%
219,705
-27,930
290
$1.05M 0.02%
11,336
-1,483
291
$1.03M 0.02%
36,122
+964
292
$1.03M 0.02%
20,330
-3,670
293
$1.03M 0.02%
+14,918
294
$1.02M 0.02%
37,607
-44,003
295
$1.02M 0.02%
26,154
-27,172
296
$1.01M 0.02%
+15,012
297
$1M 0.02%
+32,832
298
$979K 0.02%
4,294
-1,500
299
$978K 0.02%
14,790
-21,272
300
$974K 0.02%
23,943
-139
10 11
12
13 14