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
426
$583K 0.02%
20,873
-267
427
$580K 0.02%
28,549
428
$576K 0.02%
24,455
+9,238
429
$576K 0.02%
19,049
430
$575K 0.02%
+17,187
431
$575K 0.02%
51,970
+8,615
432
$574K 0.02%
6,575
+210
433
$553K 0.02%
17,969
-8,133
434
$553K 0.02%
26,721
435
$549K 0.02%
+6,678
436
$539K 0.02%
18,840
-7,239
437
$539K 0.02%
24,234
+1,974
438
$537K 0.02%
+9,432
439
$537K 0.02%
+13,997
440
$535K 0.02%
+19,018
441
$528K 0.02%
+34,153
442
$526K 0.02%
6,280
-881
443
$518K 0.02%
24,508
+3,012
444
$509K 0.02%
+15,435
445
$508K 0.02%
3,653
-1,721
446
$507K 0.02%
+42,026
447
$504K 0.02%
12,160
+761
448
$500K 0.02%
+19,373
449
$500K 0.02%
+4,991
450
$497K 0.02%
66,739
+3,674
16 17
18
19 20