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
351
$549K 0.02%
+12,135
352
$549K 0.02%
19,116
+8,398
353
$548K 0.02%
+32,434
354
$544K 0.02%
48,832
+7,744
355
$544K 0.02%
+11,863
356
$543K 0.02%
7,645
-284
357
$540K 0.02%
+9,034
358
$540K 0.02%
+29,159
359
$540K 0.02%
22,797
-1,663
360
$539K 0.02%
18,622
-1,761
361
$538K 0.02%
13,432
-1,993
362
$538K 0.02%
+15,561
363
$538K 0.02%
+21,841
364
$537K 0.02%
+6,651
365
$535K 0.02%
+12,406
366
$534K 0.02%
+8,527
367
$529K 0.02%
+7,842
368
$528K 0.02%
6,713
+1,010
369
$527K 0.02%
6,134
-1,037
370
$525K 0.02%
42,736
-50,924
371
$521K 0.02%
14,754
+1,005
372
$520K 0.02%
5,096
-3,263
373
$519K 0.02%
+25,956
374
$517K 0.02%
+37,209
375
$516K 0.02%
9,574
+1,756
13 14
15
16 17