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
$4.55B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$32.8M
3
+$25.7M
4
RTX icon
RTX Corp
RTX
+$12M
5
ABBV icon
AbbVie
ABBV
+$11.6M

Top Sells

1
+$49.9M
2
+$19.8M
3
+$19.4M
4
HD icon
Home Depot
HD
+$16.1M
5
STLD icon
Steel Dynamics
STLD
+$15.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 15.06%
3 Financials 14.64%
4 Consumer Staples 10.68%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$967K 0.02%
36,536
-3,530
302
$962K 0.02%
+28,422
303
$962K 0.02%
27,224
-10,516
304
$959K 0.02%
+8,255
305
$947K 0.02%
23,968
-1,216
306
$941K 0.02%
+79,389
307
$941K 0.02%
33,648
-9,041
308
$939K 0.02%
13,310
-2,032
309
$925K 0.02%
+11,964
310
$918K 0.02%
15,578
-13,079
311
$916K 0.02%
+4,771
312
$913K 0.02%
+33,523
313
$912K 0.02%
13,196
-1,526
314
$908K 0.02%
17,133
-1,950
315
$906K 0.02%
52,822
-21,217
316
$899K 0.02%
13,169
+3,706
317
$896K 0.02%
25,043
-4,315
318
$893K 0.02%
28,731
-10,863
319
$886K 0.02%
+29,712
320
$875K 0.02%
+24,877
321
$875K 0.02%
16,027
-36,254
322
$865K 0.02%
77,648
-16,172
323
$856K 0.02%
11,020
-3,526
324
$855K 0.02%
10,911
-15,845
325
$854K 0.02%
+27,118
11 12
13
14 15