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
451
$436K 0.02%
+24,092
452
$436K 0.02%
+8,653
453
$434K 0.02%
6,624
+1,020
454
$432K 0.02%
+36,526
455
$431K 0.02%
+42,968
456
$430K 0.02%
+20,891
457
$429K 0.02%
+21,022
458
$428K 0.02%
10,757
+395
459
$426K 0.02%
17,860
+2,880
460
$425K 0.02%
5,961
-962
461
$424K 0.02%
8,024
-177
462
$422K 0.02%
+10,369
463
$418K 0.02%
2,805
-2,829
464
$417K 0.02%
+4,022
465
$416K 0.02%
2,670
+415
466
$416K 0.02%
+33,808
467
$416K 0.02%
3,288
-5,758
468
$411K 0.02%
43,775
+7,222
469
$410K 0.02%
14,315
-6,429
470
$408K 0.02%
+28,399
471
$405K 0.02%
+25,505
472
$405K 0.02%
+78,485
473
$400K 0.02%
5,100
+843
474
$397K 0.02%
+9,023
475
$396K 0.02%
20,425
+2,324
17 18
19
20 21