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
$4.79B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$34.5M
3
+$27.8M
4
LMT icon
Lockheed Martin
LMT
+$13.9M
5
MET icon
MetLife
MET
+$10.8M

Top Sells

1
+$46.4M
2
+$26.8M
3
+$19.1M
4
META icon
Meta Platforms (Facebook)
META
+$19M
5
INTU icon
Intuit
INTU
+$13.6M

Sector Composition

1 Financials 18.63%
2 Healthcare 15.46%
3 Technology 14.82%
4 Consumer Discretionary 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.75M 0.04%
39,902
+1,059
302
$1.75M 0.04%
19,031
+301
303
$1.74M 0.04%
21,811
-436
304
$1.73M 0.04%
42,359
-172
305
$1.73M 0.04%
12,559
+176
306
$1.72M 0.04%
11,232
+532
307
$1.71M 0.04%
79,270
+8,993
308
$1.71M 0.04%
87,363
-67,349
309
$1.71M 0.04%
20,026
+66
310
$1.71M 0.04%
88,393
+2,478
311
$1.7M 0.04%
41,179
+2,965
312
$1.69M 0.04%
+73,551
313
$1.69M 0.04%
38,397
+32,007
314
$1.68M 0.04%
32,571
+7,483
315
$1.68M 0.04%
32,848
+4,628
316
$1.67M 0.03%
+47,434
317
$1.67M 0.03%
72,917
-3,103
318
$1.65M 0.03%
36,216
+60
319
$1.64M 0.03%
84,619
+6,754
320
$1.6M 0.03%
9,764
-893
321
$1.58M 0.03%
48,689
+1,762
322
$1.58M 0.03%
1,329
+57
323
$1.56M 0.03%
52,552
+666
324
$1.56M 0.03%
15,338
-15,182
325
$1.55M 0.03%
70,938
-12,306
11 12
13
14 15