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
$6.55B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$35.8M
3
+$25.3M
4
MCD icon
McDonald's
MCD
+$15.6M
5
RTX icon
RTX Corp
RTX
+$10.5M

Top Sells

1
+$60.7M
2
+$26.8M
3
+$12.5M
4
SBUX icon
Starbucks
SBUX
+$12M
5
LRCX icon
Lam Research
LRCX
+$11.6M

Sector Composition

1 Technology 16.69%
2 Financials 15.31%
3 Healthcare 14.68%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$511K 0.01%
+7,204
427
$506K 0.01%
+13,184
428
$506K 0.01%
15,740
-4,609
429
$505K 0.01%
20,886
-2,149
430
$501K 0.01%
6,674
431
$501K 0.01%
+4,635
432
$494K 0.01%
10,244
433
$493K 0.01%
16,080
+3,026
434
$490K 0.01%
8,365
+753
435
$490K 0.01%
16,952
-1,513
436
$483K 0.01%
16,669
+7,150
437
$481K 0.01%
9,059
+495
438
$472K 0.01%
12,167
-736
439
$470K 0.01%
4,288
-6
440
$467K 0.01%
17,052
441
$464K 0.01%
+5,665
442
$463K 0.01%
2,308
-510
443
$456K 0.01%
4,283
+1,633
444
$450K 0.01%
20,509
-2,116
445
$445K 0.01%
+4,321
446
$441K 0.01%
+34,804
447
$432K 0.01%
9,715
-633
448
$427K 0.01%
11,825
-4,695
449
$423K 0.01%
4,100
-989
450
$422K 0.01%
6,167
-1,233
16 17
18
19 20