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
$4.94B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$30.1M
3
+$26.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.6M
5
PYPL icon
PayPal
PYPL
+$22.8M

Top Sells

1
+$29.8M
2
+$26.3M
3
+$22.9M
4
RTX icon
RTX Corp
RTX
+$12M
5
MU icon
Micron Technology
MU
+$10.5M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.8%
3 Financials 14.21%
4 Consumer Staples 11.54%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$949K 0.02%
25,141
-4,571
327
$943K 0.02%
12,029
+1,009
328
$932K 0.02%
15,002
-10
329
$918K 0.02%
11,881
-1,315
330
$918K 0.02%
64,158
+12,086
331
$916K 0.02%
+40,542
332
$894K 0.02%
15,659
-11,782
333
$885K 0.02%
17,886
+1,859
334
$884K 0.02%
6,892
+698
335
$882K 0.02%
+29,900
336
$871K 0.02%
54,108
-25,281
337
$871K 0.02%
74,163
-3,485
338
$865K 0.02%
8,159
+804
339
$865K 0.02%
13,617
-3,516
340
$863K 0.02%
+10,530
341
$856K 0.02%
8,178
+458
342
$846K 0.02%
28,731
343
$844K 0.02%
+48,183
344
$840K 0.02%
13,520
-28,769
345
$838K 0.02%
56,617
+8,855
346
$835K 0.02%
16,477
+931
347
$820K 0.02%
6,941
+4,184
348
$815K 0.02%
23,936
-1,107
349
$811K 0.02%
72,308
-91,491
350
$797K 0.02%
3,631
+1,276
12 13
14
15 16