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
351
$741K 0.02%
731
-142
352
$731K 0.02%
+29,971
353
$724K 0.02%
+8,621
354
$723K 0.02%
+26,974
355
$722K 0.02%
9,344
-2,490
356
$721K 0.02%
28,193
+15,428
357
$711K 0.02%
56,820
+13,355
358
$709K 0.02%
+2,537
359
$699K 0.02%
3,911
-863
360
$697K 0.02%
31,034
-30,978
361
$697K 0.02%
6,194
-1,578
362
$694K 0.02%
19,504
-5,429
363
$691K 0.02%
+4,864
364
$672K 0.01%
7,522
-1,830
365
$671K 0.01%
6,070
+573
366
$662K 0.01%
41,062
367
$660K 0.01%
69,989
-3,993
368
$650K 0.01%
40,725
-4,166
369
$628K 0.01%
+17,329
370
$610K 0.01%
+18,750
371
$609K 0.01%
78,839
-60,228
372
$605K 0.01%
+126,997
373
$599K 0.01%
33,269
-5,285
374
$594K 0.01%
7,188
+865
375
$594K 0.01%
51,970
-2,852
13 14
15
16 17