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
$6.55B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$35.8M
3
+$25.3M
4
MCD icon
McDonald's
MCD
+$15.6M
5
RTX icon
RTX Corp
RTX
+$10.5M

Top Sells

1
+$60.7M
2
+$26.8M
3
+$12.5M
4
SBUX icon
Starbucks
SBUX
+$12M
5
LRCX icon
Lam Research
LRCX
+$11.6M

Sector Composition

1 Technology 16.69%
2 Financials 15.31%
3 Healthcare 14.68%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$745K 0.01%
13,467
+5,239
377
$743K 0.01%
10,000
378
$738K 0.01%
18,092
-4,191
379
$730K 0.01%
18,122
-1,203
380
$729K 0.01%
39,632
+14,871
381
$714K 0.01%
11,565
-935
382
$712K 0.01%
26,186
-13,488
383
$705K 0.01%
15,676
-7
384
$689K 0.01%
170,810
+3,730
385
$686K 0.01%
+63,066
386
$685K 0.01%
35,284
-9,937
387
$684K 0.01%
1,971
-1,994
388
$679K 0.01%
4,617
+3,077
389
$679K 0.01%
+40,950
390
$678K 0.01%
3,121
+2,020
391
$675K 0.01%
10,610
392
$665K 0.01%
4,739
-86
393
$660K 0.01%
21,160
+14,107
394
$643K 0.01%
+67,578
395
$639K 0.01%
+28,588
396
$638K 0.01%
+23,349
397
$637K 0.01%
14,986
-3,339
398
$630K 0.01%
3,878
-226
399
$629K 0.01%
2,740
-26
400
$628K 0.01%
9,358
-5
14 15
16
17 18