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
$4.79B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$34.5M
3
+$27.8M
4
LMT icon
Lockheed Martin
LMT
+$13.9M
5
MET icon
MetLife
MET
+$10.8M

Top Sells

1
+$46.4M
2
+$26.8M
3
+$19.1M
4
META icon
Meta Platforms (Facebook)
META
+$19M
5
INTU icon
Intuit
INTU
+$13.6M

Sector Composition

1 Financials 18.63%
2 Healthcare 15.46%
3 Technology 14.82%
4 Consumer Discretionary 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.16M 0.02%
48,100
+27,423
377
$1.16M 0.02%
30,681
-3,270
378
$1.15M 0.02%
56,677
+7,833
379
$1.13M 0.02%
+3,629
380
$1.1M 0.02%
+21,388
381
$1.1M 0.02%
27,433
-4,651
382
$1.07M 0.02%
29,606
+1,865
383
$1.07M 0.02%
23,740
-718
384
$1.06M 0.02%
42,996
385
$1.06M 0.02%
12,855
+497
386
$1.06M 0.02%
70,055
+3,996
387
$1.05M 0.02%
211,261
+9,706
388
$1.03M 0.02%
27,563
-5,204
389
$1.03M 0.02%
+61,013
390
$1.03M 0.02%
60,537
+3,123
391
$1.03M 0.02%
+14,605
392
$1.03M 0.02%
15,569
+1,588
393
$1.02M 0.02%
+36,963
394
$1.02M 0.02%
+47,903
395
$994K 0.02%
7,047
-56
396
$991K 0.02%
14,578
-3,711
397
$985K 0.02%
14,757
+77
398
$974K 0.02%
30,318
+844
399
$974K 0.02%
26,372
-637
400
$961K 0.02%
8,795
-1,602
14 15
16
17 18