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
$4.55B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$32.8M
3
+$25.7M
4
RTX icon
RTX Corp
RTX
+$12M
5
ABBV icon
AbbVie
ABBV
+$11.6M

Top Sells

1
+$49.9M
2
+$19.8M
3
+$19.4M
4
HD icon
Home Depot
HD
+$16.1M
5
STLD icon
Steel Dynamics
STLD
+$15.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 15.06%
3 Financials 14.64%
4 Consumer Staples 10.68%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$853K 0.02%
+24,327
327
$847K 0.02%
17,643
-4,853
328
$845K 0.02%
20,569
-5,154
329
$845K 0.02%
25,567
-123,472
330
$843K 0.02%
7,355
-3,539
331
$840K 0.02%
15,546
-584
332
$831K 0.02%
52,754
-30,539
333
$831K 0.02%
4,523
+2,770
334
$822K 0.02%
+92,610
335
$819K 0.02%
131,311
-20,714
336
$809K 0.02%
34,315
-3,433
337
$802K 0.02%
14,166
-3,144
338
$789K 0.02%
+18,639
339
$787K 0.02%
8,938
-214
340
$786K 0.02%
20,258
-1,840
341
$781K 0.02%
4,160
-272
342
$780K 0.02%
47,762
-36,675
343
$778K 0.02%
20,170
-2,877
344
$775K 0.02%
7,890
+5,022
345
$774K 0.02%
20,696
-4,836
346
$769K 0.02%
7,720
-656
347
$750K 0.02%
+21,154
348
$749K 0.02%
27,388
-2,325
349
$747K 0.02%
19,271
-2,583
350
$742K 0.02%
+52,072
12 13
14
15 16