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
451
$454K 0.01%
+4,875
452
$445K 0.01%
23,829
-2,748
453
$433K 0.01%
8,362
+1,698
454
$390K 0.01%
+11,729
455
$389K 0.01%
+3,537
456
$358K 0.01%
2,382
+5
457
$348K 0.01%
1,550
+452
458
$330K 0.01%
+13,556
459
$330K 0.01%
+6,135
460
$313K 0.01%
+4,333
461
$299K 0.01%
15,486
+132
462
$298K 0.01%
+12,066
463
$297K 0.01%
4,352
+157
464
$296K 0.01%
+3,184
465
$288K 0.01%
+1,927
466
$280K 0.01%
3,628
+331
467
$272K 0.01%
+18,913
468
$266K 0.01%
6,038
+16
469
$266K 0.01%
13,434
+2,640
470
$266K 0.01%
6,348
+444
471
$265K 0.01%
+2,851
472
$265K 0.01%
+7,153
473
$262K 0.01%
+1,886
474
$262K 0.01%
25,560
-3,208
475
$251K 0.01%
+4,552
17 18
19
20 21