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
26
$20.7M 0.82%
139,113
+9,799
27
$20.2M 0.8%
302,047
+31,594
28
$20.2M 0.8%
381,783
+223,176
29
$20.1M 0.79%
220,315
+14,849
30
$20M 0.79%
229,751
+10,302
31
$18.8M 0.74%
502,584
+27,610
32
$18.6M 0.73%
939,574
-309,508
33
$18.4M 0.73%
+239,092
34
$18.3M 0.72%
491,147
+32,594
35
$18M 0.71%
800,321
-563,256
36
$17.8M 0.7%
387,895
+18,772
37
$17.7M 0.7%
528,924
+35,278
38
$17.4M 0.69%
400,311
+26,997
39
$16.8M 0.66%
330,275
+16,529
40
$16.5M 0.65%
172,245
+11,514
41
$16.4M 0.65%
158,092
+9,933
42
$16.1M 0.63%
451,807
+30,013
43
$16M 0.63%
330,231
+3,912
44
$16M 0.63%
439,581
+28,739
45
$15.3M 0.6%
169,871
-13,624
46
$15.2M 0.6%
372,512
+185,212
47
$15M 0.59%
425,540
-38,331
48
$14.9M 0.59%
130,919
-31
49
$14.9M 0.59%
849,076
+41,044
50
$14.9M 0.59%
92,053
-3,335
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