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
$4.94B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$30.1M
3
+$26.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.6M
5
PYPL icon
PayPal
PYPL
+$22.8M

Top Sells

1
+$29.8M
2
+$26.3M
3
+$22.9M
4
RTX icon
RTX Corp
RTX
+$12M
5
MU icon
Micron Technology
MU
+$10.5M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.8%
3 Financials 14.21%
4 Consumer Staples 11.54%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$645K 0.01%
+12,170
377
$638K 0.01%
44,994
378
$631K 0.01%
+84,246
379
$624K 0.01%
7,154
-5,740
380
$621K 0.01%
+45,422
381
$620K 0.01%
13,979
-425
382
$618K 0.01%
194,947
-24,758
383
$614K 0.01%
54,800
+28,537
384
$599K 0.01%
10,994
+2,890
385
$594K 0.01%
15,462
-571
386
$592K 0.01%
27,109
-1,084
387
$591K 0.01%
4,009
+600
388
$582K 0.01%
25,593
-1,795
389
$577K 0.01%
24,586
+1,273
390
$574K 0.01%
38,616
+11,404
391
$567K 0.01%
8,679
+4,038
392
$567K 0.01%
21,541
-11,982
393
$564K 0.01%
32,669
-600
394
$563K 0.01%
5,500
+300
395
$561K 0.01%
+5,148
396
$543K 0.01%
89,117
-3,493
397
$537K 0.01%
+9,008
398
$500K 0.01%
10,650
-224,411
399
$498K 0.01%
+44,438
400
$491K 0.01%
43,081
-8,889
14 15
16
17 18