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
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$13.3M
5
CTSH icon
Cognizant
CTSH
+$12M

Top Sells

1
+$18M
2
+$18M
3
+$16.1M
4
CSCO icon
Cisco
CSCO
+$12.6M
5
IBM icon
IBM
IBM
+$11.5M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$516K 0.02%
+55,939
377
$515K 0.02%
+58,050
378
$514K 0.02%
14,363
+1,901
379
$514K 0.02%
+57,875
380
$513K 0.02%
+31,136
381
$512K 0.02%
16,694
+2,594
382
$511K 0.02%
8,939
+2,474
383
$509K 0.02%
11,673
+1,718
384
$509K 0.02%
4,630
+708
385
$508K 0.02%
8,290
+394
386
$506K 0.02%
16,588
+2,637
387
$506K 0.02%
+22,505
388
$506K 0.02%
+35,206
389
$503K 0.02%
+26,673
390
$503K 0.02%
15,406
+2,050
391
$502K 0.02%
+8,069
392
$500K 0.02%
+14,073
393
$500K 0.02%
1,260
-1,145
394
$498K 0.02%
51,894
-39,052
395
$496K 0.02%
6,151
-20,656
396
$495K 0.02%
6,388
+926
397
$495K 0.02%
12,542
-1,691
398
$488K 0.02%
+128,356
399
$488K 0.02%
+38,006
400
$486K 0.02%
9,071
+5,523
14 15
16
17 18