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
$4.79B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$34.5M
3
+$27.8M
4
LMT icon
Lockheed Martin
LMT
+$13.9M
5
MET icon
MetLife
MET
+$10.8M

Top Sells

1
+$46.4M
2
+$26.8M
3
+$19.1M
4
META icon
Meta Platforms (Facebook)
META
+$19M
5
INTU icon
Intuit
INTU
+$13.6M

Sector Composition

1 Financials 18.63%
2 Healthcare 15.46%
3 Technology 14.82%
4 Consumer Discretionary 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.55M 0.03%
21,823
-1,349
327
$1.55M 0.03%
71,783
-1,926
328
$1.53M 0.03%
33,532
+248
329
$1.53M 0.03%
24,168
+20,817
330
$1.53M 0.03%
50,574
-3,448
331
$1.52M 0.03%
18,886
+4,635
332
$1.51M 0.03%
+51,894
333
$1.51M 0.03%
86,366
+7,139
334
$1.5M 0.03%
+66,230
335
$1.45M 0.03%
20,806
+2,603
336
$1.43M 0.03%
36,174
+49
337
$1.42M 0.03%
25,250
+4,145
338
$1.42M 0.03%
+18,557
339
$1.42M 0.03%
+15,139
340
$1.41M 0.03%
+23,992
341
$1.41M 0.03%
20,146
+3,394
342
$1.4M 0.03%
14,817
-392
343
$1.38M 0.03%
20,984
+134
344
$1.38M 0.03%
36,712
+196
345
$1.37M 0.03%
21,190
+881
346
$1.37M 0.03%
37,666
+2,862
347
$1.37M 0.03%
73,150
-3,922
348
$1.36M 0.03%
+24,954
349
$1.36M 0.03%
4,603
+243
350
$1.33M 0.03%
+39,162
12 13
14
15 16