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
$4.79B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$34.5M
3
+$27.8M
4
LMT icon
Lockheed Martin
LMT
+$13.9M
5
MET icon
MetLife
MET
+$10.8M

Top Sells

1
+$46.4M
2
+$26.8M
3
+$19.1M
4
META icon
Meta Platforms (Facebook)
META
+$19M
5
INTU icon
Intuit
INTU
+$13.6M

Sector Composition

1 Financials 18.63%
2 Healthcare 15.46%
3 Technology 14.82%
4 Consumer Discretionary 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$948K 0.02%
25,771
+362
402
$942K 0.02%
21,282
-2,490
403
$936K 0.02%
9,169
-1,412
404
$933K 0.02%
80,319
-121,901
405
$930K 0.02%
6,958
-8,015
406
$915K 0.02%
27,492
+1,422
407
$908K 0.02%
33,821
-2,564
408
$905K 0.02%
+34,147
409
$884K 0.02%
28,083
+1,784
410
$869K 0.02%
11,226
+1,516
411
$869K 0.02%
+51,425
412
$867K 0.02%
33,760
-4,600
413
$863K 0.02%
+28,617
414
$863K 0.02%
+5,554
415
$853K 0.02%
15,568
-1,236
416
$850K 0.02%
29,446
+1,877
417
$846K 0.02%
+12,982
418
$824K 0.02%
16,410
+1,522
419
$805K 0.02%
2,752
+1,880
420
$786K 0.02%
+3,449
421
$752K 0.02%
27,357
+910
422
$752K 0.02%
9,968
+1,634
423
$749K 0.02%
28,662
+1,841
424
$735K 0.02%
80,195
+48,720
425
$724K 0.02%
62,719
+11,977
15 16
17
18 19