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
$4.94B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$30.1M
3
+$26.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.6M
5
PYPL icon
PayPal
PYPL
+$22.8M

Top Sells

1
+$29.8M
2
+$26.3M
3
+$22.9M
4
RTX icon
RTX Corp
RTX
+$12M
5
MU icon
Micron Technology
MU
+$10.5M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.8%
3 Financials 14.21%
4 Consumer Staples 11.54%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.16M 0.02%
4,876
-24,693
302
$1.14M 0.02%
16,562
-658
303
$1.13M 0.02%
+17,042
304
$1.1M 0.02%
19,000
+1,357
305
$1.1M 0.02%
+10,361
306
$1.09M 0.02%
8,812
-126
307
$1.07M 0.02%
4,457
-66
308
$1.06M 0.02%
14,237
-751
309
$1.05M 0.02%
+108,634
310
$1.03M 0.02%
17,924
+1,412
311
$1.02M 0.02%
10,398
-298
312
$1.02M 0.02%
7,896
+1,826
313
$1.02M 0.02%
+41,366
314
$1.02M 0.02%
+71,672
315
$1.01M 0.02%
+11,827
316
$1M 0.02%
12,115
+4,927
317
$1M 0.02%
10,609
-727
318
$996K 0.02%
+17,648
319
$996K 0.02%
+29,678
320
$987K 0.02%
+24,588
321
$974K 0.02%
+17,189
322
$966K 0.02%
14,266
-524
323
$964K 0.02%
+22,769
324
$963K 0.02%
+15,150
325
$953K 0.02%
56,311
+39,133
11 12
13
14 15