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
$4.94B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$30.1M
3
+$26.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.6M
5
PYPL icon
PayPal
PYPL
+$22.8M

Top Sells

1
+$29.8M
2
+$26.3M
3
+$22.9M
4
RTX icon
RTX Corp
RTX
+$12M
5
MU icon
Micron Technology
MU
+$10.5M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.8%
3 Financials 14.21%
4 Consumer Staples 11.54%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$489K 0.01%
18,641
-109
402
$483K 0.01%
2,226
-215
403
$480K 0.01%
123,776
-3,221
404
$477K 0.01%
413,280
405
$469K 0.01%
34,902
406
$461K 0.01%
17,241
+5,354
407
$459K 0.01%
7,241
-2,103
408
$454K 0.01%
+11,641
409
$449K 0.01%
+26,942
410
$446K 0.01%
43,505
+2,688
411
$444K 0.01%
+13,894
412
$436K 0.01%
18,588
-4,082
413
$434K 0.01%
1,959
+665
414
$434K 0.01%
5,298
-1,182
415
$433K 0.01%
35,350
-98,645
416
$424K 0.01%
73,562
-2,673
417
$424K 0.01%
6,116
-3,644
418
$422K 0.01%
6,528
-819
419
$417K 0.01%
65,401
+5,554
420
$415K 0.01%
2,818
+6
421
$412K 0.01%
34,645
+2,104
422
$410K 0.01%
5,810
-7,500
423
$403K 0.01%
+7,338
424
$394K 0.01%
9,648
-54
425
$394K 0.01%
+6,303
15 16
17
18 19