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
$6.55B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$35.8M
3
+$25.3M
4
MCD icon
McDonald's
MCD
+$15.6M
5
RTX icon
RTX Corp
RTX
+$10.5M

Top Sells

1
+$60.7M
2
+$26.8M
3
+$12.5M
4
SBUX icon
Starbucks
SBUX
+$12M
5
LRCX icon
Lam Research
LRCX
+$11.6M

Sector Composition

1 Technology 16.69%
2 Financials 15.31%
3 Healthcare 14.68%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.4M 0.02%
19,406
-298
302
$1.4M 0.02%
102,496
+16,697
303
$1.4M 0.02%
17,556
-421
304
$1.38M 0.02%
11,622
-186
305
$1.37M 0.02%
13,525
-1,505
306
$1.35M 0.02%
40,890
-178
307
$1.35M 0.02%
73,188
-1,524
308
$1.33M 0.02%
4,763
+2,481
309
$1.33M 0.02%
19,573
-321
310
$1.32M 0.02%
71,946
-8,594
311
$1.31M 0.02%
32,182
+27,105
312
$1.3M 0.02%
21,043
-5,091
313
$1.3M 0.02%
30,933
-1,688
314
$1.29M 0.02%
17,254
-369
315
$1.29M 0.02%
+16,220
316
$1.28M 0.02%
+15,302
317
$1.27M 0.02%
+20,902
318
$1.27M 0.02%
16,046
-871
319
$1.24M 0.02%
22,009
+219
320
$1.21M 0.02%
83,951
-3,895
321
$1.21M 0.02%
20,776
+15,676
322
$1.19M 0.02%
+9,193
323
$1.19M 0.02%
19,341
+1,569
324
$1.16M 0.02%
152,738
+103,250
325
$1.16M 0.02%
6,336
-185
11 12
13
14 15