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
$4.55B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$32.8M
3
+$25.7M
4
RTX icon
RTX Corp
RTX
+$12M
5
ABBV icon
AbbVie
ABBV
+$11.6M

Top Sells

1
+$49.9M
2
+$19.8M
3
+$19.4M
4
HD icon
Home Depot
HD
+$16.1M
5
STLD icon
Steel Dynamics
STLD
+$15.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 15.06%
3 Financials 14.64%
4 Consumer Staples 10.68%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$443K 0.01%
+6,345
402
$434K 0.01%
2,355
+74
403
$433K 0.01%
+11,804
404
$431K 0.01%
+34,902
405
$422K 0.01%
+45,572
406
$421K 0.01%
2,231
-8,377
407
$421K 0.01%
+3,409
408
$417K 0.01%
+5,388
409
$411K 0.01%
12,580
-19
410
$411K 0.01%
3,733
-80
411
$409K 0.01%
42,171
412
$408K 0.01%
59,847
413
$404K 0.01%
+6,402
414
$395K 0.01%
30,833
+1,800
415
$390K 0.01%
2,812
+89
416
$388K 0.01%
6,381
+63
417
$387K 0.01%
9,343
-5,796
418
$386K 0.01%
23,315
+8,852
419
$383K 0.01%
17,822
-2,443
420
$374K 0.01%
+3,353
421
$371K 0.01%
9,702
422
$366K 0.01%
65,773
-145,637
423
$363K 0.01%
+14,239
424
$359K 0.01%
+4,565
425
$352K 0.01%
+14,243
15 16
17
18 19