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
$4.94B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$30.1M
3
+$26.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.6M
5
PYPL icon
PayPal
PYPL
+$22.8M

Top Sells

1
+$29.8M
2
+$26.3M
3
+$22.9M
4
RTX icon
RTX Corp
RTX
+$12M
5
MU icon
Micron Technology
MU
+$10.5M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.8%
3 Financials 14.21%
4 Consumer Staples 11.54%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.34M 0.03%
8,987
+99
277
$1.33M 0.03%
20,826
+1,882
278
$1.32M 0.03%
38,580
+11,462
279
$1.32M 0.03%
+109,512
280
$1.31M 0.03%
29,538
+5,595
281
$1.28M 0.03%
35,979
+11,102
282
$1.28M 0.03%
466,588
-312,874
283
$1.26M 0.03%
19,319
+3,741
284
$1.26M 0.03%
22,362
+17,242
285
$1.26M 0.03%
+28,556
286
$1.25M 0.03%
74,691
+21,869
287
$1.25M 0.03%
28,552
+2,985
288
$1.24M 0.03%
31,081
-970
289
$1.23M 0.02%
65,641
-1,099
290
$1.23M 0.02%
55,825
-9,188
291
$1.22M 0.02%
23,381
-27,397
292
$1.2M 0.02%
48,263
+14,615
293
$1.2M 0.02%
132,139
+22,566
294
$1.19M 0.02%
+15,107
295
$1.19M 0.02%
6,918
+2,147
296
$1.19M 0.02%
47,151
+12,836
297
$1.18M 0.02%
+15,151
298
$1.17M 0.02%
+80,997
299
$1.17M 0.02%
113,127
-949
300
$1.16M 0.02%
53,512
+22,478
10 11
12
13 14