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
$6.55B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$35.8M
3
+$25.3M
4
MCD icon
McDonald's
MCD
+$15.6M
5
RTX icon
RTX Corp
RTX
+$10.5M

Top Sells

1
+$60.7M
2
+$26.8M
3
+$12.5M
4
SBUX icon
Starbucks
SBUX
+$12M
5
LRCX icon
Lam Research
LRCX
+$11.6M

Sector Composition

1 Technology 16.69%
2 Financials 15.31%
3 Healthcare 14.68%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$892K 0.01%
15,337
-760
352
$882K 0.01%
41,963
+26,180
353
$874K 0.01%
32,195
+23,471
354
$872K 0.01%
+51,620
355
$868K 0.01%
24,884
-1,659
356
$867K 0.01%
30,914
-6,969
357
$866K 0.01%
12,735
-6,071
358
$865K 0.01%
31,136
-5,917
359
$860K 0.01%
6,712
-734
360
$844K 0.01%
35,443
+192
361
$842K 0.01%
38,763
+1,288
362
$841K 0.01%
+127,375
363
$830K 0.01%
13,276
+6,684
364
$823K 0.01%
20,590
-4,734
365
$812K 0.01%
35,284
-26,533
366
$804K 0.01%
+6,611
367
$803K 0.01%
+42,293
368
$786K 0.01%
19,437
+348
369
$779K 0.01%
+46,154
370
$774K 0.01%
17,392
371
$772K 0.01%
9,546
+5,143
372
$764K 0.01%
45,803
-2,719
373
$764K 0.01%
22,098
-462
374
$750K 0.01%
27,395
-6,877
375
$746K 0.01%
62,612
-1,241
13 14
15
16 17