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
426
$457K 0.02%
10,662
+2,408
427
$457K 0.02%
+17,990
428
$456K 0.02%
5,095
+785
429
$455K 0.02%
+38,058
430
$454K 0.02%
+8,888
431
$453K 0.02%
31,880
+5,068
432
$451K 0.02%
8,619
-224
433
$450K 0.02%
44,228
-41,517
434
$449K 0.02%
4,526
-721
435
$449K 0.02%
+9,946
436
$448K 0.02%
36,413
-12,161
437
$447K 0.02%
+10,821
438
$446K 0.02%
4,008
-630
439
$446K 0.02%
+16,356
440
$446K 0.02%
227
+25
441
$445K 0.02%
11,126
+1,650
442
$445K 0.02%
3,349
+515
443
$443K 0.02%
+23,429
444
$442K 0.02%
+9,578
445
$442K 0.02%
+11,604
446
$442K 0.02%
42,300
+7,747
447
$441K 0.02%
+4,743
448
$440K 0.02%
+11,033
449
$438K 0.02%
+80,993
450
$438K 0.02%
+33,930
16 17
18
19 20