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
$4.55B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$32.8M
3
+$25.7M
4
RTX icon
RTX Corp
RTX
+$12M
5
ABBV icon
AbbVie
ABBV
+$11.6M

Top Sells

1
+$49.9M
2
+$19.8M
3
+$19.4M
4
HD icon
Home Depot
HD
+$16.1M
5
STLD icon
Steel Dynamics
STLD
+$15.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 15.06%
3 Financials 14.64%
4 Consumer Staples 10.68%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$590K 0.01%
6,480
-813
377
$586K 0.01%
9,760
+2,884
378
$579K 0.01%
76,235
-6,136
379
$572K 0.01%
+32,710
380
$565K 0.01%
102,300
-21
381
$565K 0.01%
36,417
-76,617
382
$548K 0.01%
22,670
383
$539K 0.01%
+11,419
384
$530K 0.01%
23,313
+5,825
385
$516K 0.01%
100,075
-4,474
386
$514K 0.01%
21,856
-7,093
387
$509K 0.01%
14,404
-1,169
388
$503K 0.01%
36,012
+12,260
389
$500K 0.01%
+44,994
390
$496K 0.01%
+27,212
391
$495K 0.01%
7,347
-2,776
392
$494K 0.01%
5,200
+60
393
$492K 0.01%
16,033
-4,468
394
$492K 0.01%
5,087
-456
395
$469K 0.01%
2,441
-688
396
$469K 0.01%
413,280
-55,016
397
$462K 0.01%
+8,104
398
$461K 0.01%
+22,593
399
$447K 0.01%
+6,468
400
$446K 0.01%
+40,817
14 15
16
17 18