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
351
$849K 0.03%
32,227
+12,346
352
$848K 0.03%
46,470
-5,655
353
$845K 0.03%
+64,048
354
$842K 0.03%
16,266
+1,416
355
$839K 0.03%
39,221
-12,606
356
$836K 0.03%
38,650
+3,544
357
$825K 0.03%
13,844
+4,044
358
$816K 0.03%
+35,562
359
$813K 0.03%
58,560
+13,951
360
$812K 0.03%
15,402
+8,740
361
$811K 0.03%
+124,789
362
$804K 0.03%
7,612
-4,607
363
$798K 0.03%
79,042
+66,210
364
$796K 0.03%
20,452
+1,445
365
$794K 0.03%
26,079
+2,248
366
$793K 0.03%
9,673
+485
367
$790K 0.03%
66,496
368
$787K 0.03%
26,047
+3,587
369
$786K 0.02%
45,453
-69,823
370
$785K 0.02%
+16,042
371
$783K 0.02%
+18,647
372
$783K 0.02%
74,014
+56,774
373
$778K 0.02%
16,498
+2,517
374
$775K 0.02%
21,004
-20,394
375
$772K 0.02%
5,331
+668
13 14
15
16 17