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
$4.94B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$30.1M
3
+$26.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.6M
5
PYPL icon
PayPal
PYPL
+$22.8M

Top Sells

1
+$29.8M
2
+$26.3M
3
+$22.9M
4
RTX icon
RTX Corp
RTX
+$12M
5
MU icon
Micron Technology
MU
+$10.5M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.8%
3 Financials 14.21%
4 Consumer Staples 11.54%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$322K 0.01%
+28,384
452
$315K 0.01%
136,188
+125,082
453
$310K 0.01%
14,393
-3,429
454
$306K 0.01%
+5,607
455
$306K 0.01%
12,263
456
$301K 0.01%
2,856
-2,231
457
$298K 0.01%
2,920
458
$290K 0.01%
+14,662
459
$281K 0.01%
+13,455
460
$280K 0.01%
+1,508
461
$279K 0.01%
3,604
-129
462
$277K 0.01%
976
-25,410
463
$275K 0.01%
14,868
+135
464
$275K 0.01%
24,521
-93
465
$268K 0.01%
+11,708
466
$266K 0.01%
793
-207
467
$261K 0.01%
+4,802
468
$257K 0.01%
+11,529
469
$254K 0.01%
+6,685
470
$252K 0.01%
4,229
+36
471
$252K 0.01%
20,925
-1
472
$247K 0.01%
3,132
+59
473
$244K ﹤0.01%
+6,372
474
$244K ﹤0.01%
+784
475
$240K ﹤0.01%
+21,445
17 18
19
20 21