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
351
$796K 0.02%
11,794
-2,372
352
$791K 0.02%
+15,314
353
$777K 0.02%
+6,728
354
$776K 0.02%
4,379
+2,851
355
$766K 0.02%
8,210
+688
356
$749K 0.02%
+23,327
357
$745K 0.02%
+14,730
358
$720K 0.01%
40,169
-556
359
$713K 0.01%
694
-37
360
$711K 0.01%
+223,701
361
$708K 0.01%
17,451
+6,032
362
$708K 0.01%
48,912
-19,311
363
$704K 0.01%
35,237
+12,644
364
$702K 0.01%
26,707
-267
365
$700K 0.01%
52,840
-3,980
366
$691K 0.01%
33,340
-16,115
367
$682K 0.01%
7,206
-1,049
368
$676K 0.01%
8,022
-599
369
$674K 0.01%
32,758
-31,196
370
$674K 0.01%
64,897
-5,092
371
$671K 0.01%
18,014
-2,555
372
$667K 0.01%
21,629
+2,125
373
$660K 0.01%
16,769
-3,927
374
$657K 0.01%
17,923
-1,348
375
$650K 0.01%
23,401
-6,570
13 14
15
16 17