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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$21.1M
3
+$19.9M
4
MPC icon
Marathon Petroleum
MPC
+$15.4M
5
T icon
AT&T
T
+$12.8M

Top Sells

1
+$38.6M
2
+$36.4M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.12M 0.04%
17,047
-1,789
302
$1.11M 0.04%
89,362
-1,020
303
$1.1M 0.03%
21,703
-107
304
$1.09M 0.03%
21,830
+7,528
305
$1.09M 0.03%
+28,371
306
$1.08M 0.03%
+14,255
307
$1.08M 0.03%
27,682
+1,471
308
$1.07M 0.03%
28,855
-13,920
309
$1.06M 0.03%
5,181
-177,023
310
$1.05M 0.03%
38,548
+28,864
311
$1.05M 0.03%
22,086
+16,308
312
$1.04M 0.03%
1,173,680
+504,960
313
$1.04M 0.03%
16,305
+2,014
314
$1.04M 0.03%
+28,083
315
$1.04M 0.03%
26,944
+6
316
$1.04M 0.03%
+40,040
317
$1.03M 0.03%
30,618
+14,307
318
$1.03M 0.03%
28,282
-5,826
319
$1.02M 0.03%
23,897
+3,870
320
$1.01M 0.03%
14,938
+4,819
321
$1M 0.03%
31,025
322
$987K 0.03%
+48,195
323
$987K 0.03%
13,237
-3,466
324
$986K 0.03%
32,738
-5,021
325
$974K 0.03%
+15,488
11 12
13
14 15