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
$6.55B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$35.8M
3
+$25.3M
4
MCD icon
McDonald's
MCD
+$15.6M
5
RTX icon
RTX Corp
RTX
+$10.5M

Top Sells

1
+$60.7M
2
+$26.8M
3
+$12.5M
4
SBUX icon
Starbucks
SBUX
+$12M
5
LRCX icon
Lam Research
LRCX
+$11.6M

Sector Composition

1 Technology 16.69%
2 Financials 15.31%
3 Healthcare 14.68%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.7M 0.03%
18,852
-724
277
$1.67M 0.03%
56,043
+2,201
278
$1.67M 0.03%
55,323
-1,967
279
$1.65M 0.03%
5,608
-67
280
$1.63M 0.02%
+59,335
281
$1.63M 0.02%
+21,458
282
$1.62M 0.02%
14,259
+1,433
283
$1.61M 0.02%
35,489
+1,136
284
$1.61M 0.02%
6,914
-404
285
$1.61M 0.02%
15,488
-555
286
$1.6M 0.02%
+8,718
287
$1.59M 0.02%
74,945
+30,670
288
$1.59M 0.02%
49,564
-6,119
289
$1.59M 0.02%
18,401
-641
290
$1.58M 0.02%
31,432
-1,567
291
$1.57M 0.02%
+65,558
292
$1.56M 0.02%
59,750
-300
293
$1.55M 0.02%
33,649
-1,853
294
$1.54M 0.02%
399,039
-13,329
295
$1.53M 0.02%
+67,027
296
$1.53M 0.02%
+15,176
297
$1.45M 0.02%
13,887
-8,932
298
$1.45M 0.02%
10,002
+4,524
299
$1.44M 0.02%
3,786
+601
300
$1.43M 0.02%
26,099
-378
10 11
12
13 14