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
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$13.3M
5
CTSH icon
Cognizant
CTSH
+$12M

Top Sells

1
+$18M
2
+$18M
3
+$16.1M
4
CSCO icon
Cisco
CSCO
+$12.6M
5
IBM icon
IBM
IBM
+$11.5M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$625K 0.02%
+12,544
327
$624K 0.02%
14,941
+1,975
328
$624K 0.02%
7,077
+1,377
329
$622K 0.02%
5,033
+1,679
330
$620K 0.02%
+17,463
331
$615K 0.02%
11,789
-1,889
332
$610K 0.02%
+25,048
333
$599K 0.02%
+9,986
334
$588K 0.02%
+8,311
335
$586K 0.02%
23,744
-9,757
336
$582K 0.02%
+6,951
337
$576K 0.02%
+63,408
338
$575K 0.02%
+55,440
339
$574K 0.02%
28,604
-12,096
340
$567K 0.02%
+22,550
341
$564K 0.02%
19,381
+990
342
$563K 0.02%
2,205
-353
343
$563K 0.02%
17,937
-11,578
344
$562K 0.02%
7,123
+1,104
345
$562K 0.02%
3,862
-632
346
$560K 0.02%
4,775
-3,870
347
$558K 0.02%
13,246
-7,514
348
$556K 0.02%
10,551
-1,193
349
$552K 0.02%
31,773
+17,439
350
$550K 0.02%
+19,561
12 13
14
15 16