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
451
$269K 0.01%
+4,485
452
$266K 0.01%
23,000
-100
453
$265K 0.01%
89,893
454
$265K 0.01%
4,641
-6,413
455
$265K 0.01%
24,614
-3,082
456
$260K 0.01%
+8,816
457
$258K 0.01%
+14,733
458
$256K 0.01%
+1,528
459
$255K 0.01%
+2,920
460
$255K 0.01%
20,926
-12
461
$254K 0.01%
+5,120
462
$251K 0.01%
+9,819
463
$250K 0.01%
4,193
-8
464
$249K 0.01%
+3,073
465
$239K 0.01%
+5,320
466
$236K 0.01%
+7,651
467
$232K 0.01%
2,953
-1,099
468
$231K 0.01%
+22,598
469
$222K ﹤0.01%
+16,441
470
$220K ﹤0.01%
+4,590
471
$219K ﹤0.01%
+773
472
$214K ﹤0.01%
+2,537
473
$212K ﹤0.01%
6,884
-4,618
474
$209K ﹤0.01%
19,219
475
$209K ﹤0.01%
+16,433
17 18
19
20 21