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
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$13.3M
5
CTSH icon
Cognizant
CTSH
+$12M

Top Sells

1
+$18M
2
+$18M
3
+$16.1M
4
CSCO icon
Cisco
CSCO
+$12.6M
5
IBM icon
IBM
IBM
+$11.5M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$484K 0.02%
+7,020
402
$483K 0.02%
+9,262
403
$481K 0.02%
+10,473
404
$481K 0.02%
+4,475
405
$479K 0.02%
6,488
-1,038
406
$478K 0.02%
+8,069
407
$477K 0.02%
17,780
+2,863
408
$477K 0.02%
11,555
+1,791
409
$476K 0.02%
7,192
-284
410
$475K 0.02%
7,531
+1,825
411
$473K 0.02%
23,775
+4,023
412
$473K 0.02%
+3,886
413
$472K 0.02%
+19,405
414
$471K 0.02%
14,117
-2,255
415
$470K 0.02%
+27,220
416
$469K 0.02%
14,945
-17,773
417
$467K 0.02%
+30,298
418
$465K 0.02%
23,671
+5,372
419
$463K 0.02%
10,838
+4,594
420
$462K 0.02%
+41,331
421
$461K 0.02%
+9,814
422
$460K 0.02%
7,136
+1,129
423
$460K 0.02%
+17,686
424
$460K 0.02%
+13,852
425
$459K 0.02%
17,678
+2,545
15 16
17
18 19