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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$21.1M
3
+$19.9M
4
MPC icon
Marathon Petroleum
MPC
+$15.4M
5
T icon
AT&T
T
+$12.8M

Top Sells

1
+$38.6M
2
+$36.4M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$688K 0.02%
10,412
-3,353
402
$686K 0.02%
+41,898
403
$683K 0.02%
31,459
+2,942
404
$672K 0.02%
87,042
405
$669K 0.02%
11,703
-133,786
406
$667K 0.02%
25,763
-9,025
407
$660K 0.02%
45,633
+10,797
408
$653K 0.02%
18,367
-519
409
$652K 0.02%
+22,467
410
$650K 0.02%
10,002
-2,102
411
$639K 0.02%
16,559
-6,145
412
$633K 0.02%
+31,233
413
$627K 0.02%
41,484
414
$621K 0.02%
14,830
-5,120
415
$620K 0.02%
11,499
+2,849
416
$616K 0.02%
14,041
+5,319
417
$616K 0.02%
28,451
+8,232
418
$612K 0.02%
+25,881
419
$611K 0.02%
32,362
-8
420
$610K 0.02%
24,286
-931
421
$609K 0.02%
63,887
+4,367
422
$609K 0.02%
58,489
+44,890
423
$601K 0.02%
13,055
-4,841
424
$590K 0.02%
62,779
+42,615
425
$588K 0.02%
13,744
+3,790
15 16
17
18 19