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
451
$495K 0.02%
8,017
+2,137
452
$490K 0.02%
18,995
-4,569
453
$466K 0.01%
9,605
-1,269
454
$465K 0.01%
8,909
-2
455
$441K 0.01%
12,040
+3,163
456
$438K 0.01%
17,785
-1,058
457
$431K 0.01%
2,629
+534
458
$418K 0.01%
+8,317
459
$414K 0.01%
4,187
-390,558
460
$411K 0.01%
11,350
+404
461
$409K 0.01%
8,398
-5,904
462
$393K 0.01%
19,249
-358,839
463
$391K 0.01%
41,492
464
$390K 0.01%
+51,347
465
$387K 0.01%
6,188
+1,124
466
$387K 0.01%
51,321
467
$382K 0.01%
+12,114
468
$372K 0.01%
3,870
469
$364K 0.01%
5,147
-137,861
470
$356K 0.01%
4,225
+15
471
$353K 0.01%
+4,439
472
$351K 0.01%
+2,944
473
$349K 0.01%
17,153
+3,817
474
$344K 0.01%
23,883
-3,213
475
$343K 0.01%
6,220
+311
17 18
19
20 21