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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$21.1M
3
+$19.9M
4
MPC icon
Marathon Petroleum
MPC
+$15.4M
5
T icon
AT&T
T
+$12.8M

Top Sells

1
+$38.6M
2
+$36.4M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$771K 0.02%
+40,320
377
$771K 0.02%
+3,354
378
$770K 0.02%
10,326
+196
379
$768K 0.02%
+35,370
380
$768K 0.02%
+52,759
381
$752K 0.02%
13,279
+1,119
382
$750K 0.02%
102,269
383
$749K 0.02%
48,479
384
$746K 0.02%
+98,530
385
$740K 0.02%
+56,739
386
$738K 0.02%
+71,000
387
$735K 0.02%
+89,658
388
$733K 0.02%
+24,196
389
$726K 0.02%
46,119
390
$717K 0.02%
78,597
-14,321
391
$717K 0.02%
20,689
+6,465
392
$716K 0.02%
45,262
+7,546
393
$714K 0.02%
5,412
+614
394
$711K 0.02%
21,017
-12,146
395
$708K 0.02%
+27,438
396
$705K 0.02%
6,375
-49,072
397
$703K 0.02%
43,460
+879
398
$702K 0.02%
23,784
+3,309
399
$691K 0.02%
11,791
+3,073
400
$690K 0.02%
14,873
+552
14 15
16
17 18