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
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$13.3M
5
CTSH icon
Cognizant
CTSH
+$12M

Top Sells

1
+$18M
2
+$18M
3
+$16.1M
4
CSCO icon
Cisco
CSCO
+$12.6M
5
IBM icon
IBM
IBM
+$11.5M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$725K 0.03%
9,665
+1,397
302
$722K 0.03%
12,904
+2,103
303
$709K 0.03%
23,038
+10,272
304
$703K 0.03%
+13,006
305
$697K 0.03%
10,703
+1,729
306
$694K 0.03%
12,121
-169
307
$690K 0.03%
19,753
+869
308
$687K 0.03%
35,760
+10,500
309
$685K 0.03%
12,246
+3,258
310
$683K 0.03%
27,006
+8,776
311
$676K 0.03%
16,064
+5,545
312
$675K 0.03%
25,976
+7,628
313
$674K 0.03%
24,998
+3,830
314
$673K 0.03%
21,256
+2,142
315
$669K 0.03%
34,328
+14,110
316
$647K 0.03%
+18,282
317
$645K 0.03%
+20,801
318
$642K 0.03%
11,409
+3,630
319
$634K 0.03%
+13,440
320
$632K 0.02%
+26,427
321
$631K 0.02%
13,694
+600
322
$628K 0.02%
8,799
+1,413
323
$627K 0.02%
56,493
+560
324
$627K 0.02%
3,998
-643
325
$626K 0.02%
8,764
+1,470
11 12
13
14 15