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
426
$723K 0.02%
11,427
+751
427
$718K 0.02%
+42,863
428
$710K 0.01%
3,105
-119
429
$693K 0.01%
28,756
-3,409
430
$692K 0.01%
+29,392
431
$688K 0.01%
+4,871
432
$688K 0.01%
22,066
+1,439
433
$687K 0.01%
43,126
+2,746
434
$687K 0.01%
19,601
+1,251
435
$685K 0.01%
14,754
-7,534
436
$653K 0.01%
14,164
+517
437
$632K 0.01%
3,780
-57,779
438
$628K 0.01%
37,901
+2,550
439
$624K 0.01%
11,640
-447
440
$597K 0.01%
+73,656
441
$586K 0.01%
+25,433
442
$579K 0.01%
46,529
+4,166
443
$556K 0.01%
+69,477
444
$548K 0.01%
44,921
+34,845
445
$547K 0.01%
18,354
+6,633
446
$536K 0.01%
22,532
-867
447
$522K 0.01%
12,171
-2,379
448
$505K 0.01%
2,749
+23
449
$462K 0.01%
1,588
-65,623
450
$455K 0.01%
27,049
-489
16 17
18
19 20