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
426
$346K 0.01%
+17,178
427
$340K 0.01%
+5,437
428
$338K 0.01%
+19,611
429
$337K 0.01%
+38,098
430
$335K 0.01%
741
-32
431
$333K 0.01%
19,935
-1,938
432
$331K 0.01%
+7,305
433
$323K 0.01%
+44,174
434
$322K 0.01%
12,263
435
$320K 0.01%
+26,263
436
$320K 0.01%
+38,473
437
$320K 0.01%
3,768
-4
438
$316K 0.01%
4,480
-7,629
439
$310K 0.01%
1,000
+214
440
$310K 0.01%
2,757
-49,421
441
$307K 0.01%
24,208
-448
442
$299K 0.01%
32,541
+5,829
443
$292K 0.01%
+1,897
444
$289K 0.01%
11,887
-10,315
445
$283K 0.01%
+13,759
446
$282K 0.01%
+12,063
447
$280K 0.01%
2,273
-137
448
$276K 0.01%
1,625
+14
449
$275K 0.01%
25,611
-63
450
$272K 0.01%
11,001
+2,427
16 17
18
19 20