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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$21.1M
3
+$19.9M
4
MPC icon
Marathon Petroleum
MPC
+$15.4M
5
T icon
AT&T
T
+$12.8M

Top Sells

1
+$38.6M
2
+$36.4M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$971K 0.03%
11,836
+226
327
$971K 0.03%
+25,442
328
$969K 0.03%
17,533
-623
329
$964K 0.03%
54,526
+1
330
$960K 0.03%
54,839
+1,261
331
$958K 0.03%
16,430
+11,700
332
$944K 0.03%
43,985
+31,266
333
$938K 0.03%
+13,913
334
$935K 0.03%
23,249
-105
335
$934K 0.03%
19,674
+5,758
336
$930K 0.03%
45,981
+17,503
337
$925K 0.03%
94,056
+2,912
338
$925K 0.03%
14,741
+79
339
$921K 0.03%
19,718
+1,009
340
$920K 0.03%
35,178
-7,339
341
$907K 0.03%
6,536
+2,424
342
$901K 0.03%
36,773
+12,432
343
$889K 0.03%
50,705
+37,777
344
$888K 0.03%
18,580
+1,203
345
$883K 0.03%
+26,618
346
$882K 0.03%
+8,259
347
$873K 0.03%
+31,180
348
$872K 0.03%
+20,566
349
$858K 0.03%
16,238
+2,375
350
$855K 0.03%
+60,308
12 13
14
15 16