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
351
$1.32M 0.03%
+21,237
352
$1.31M 0.03%
29,358
-256
353
$1.31M 0.03%
67,596
+12,730
354
$1.29M 0.03%
88,776
-31,488
355
$1.28M 0.03%
34,153
+2,748
356
$1.27M 0.03%
+128,191
357
$1.26M 0.03%
+12,656
358
$1.26M 0.03%
6,279
+303
359
$1.26M 0.03%
5,571
+233
360
$1.25M 0.03%
49,472
+1,524
361
$1.25M 0.03%
9,183
+225
362
$1.24M 0.03%
5,066
+189
363
$1.24M 0.03%
14,648
+622
364
$1.23M 0.03%
+15,758
365
$1.23M 0.03%
2,723
-76
366
$1.22M 0.03%
37,927
+1,675
367
$1.22M 0.03%
25,606
+752
368
$1.21M 0.03%
15,393
+585
369
$1.2M 0.03%
1,363
-88
370
$1.2M 0.03%
15,696
-1,551
371
$1.2M 0.03%
+35,227
372
$1.19M 0.02%
17,126
-199
373
$1.18M 0.02%
+29,128
374
$1.17M 0.02%
6,249
+232
375
$1.16M 0.02%
+10,648
13 14
15
16 17