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
26
$32M 1.01%
1,401,288
+152,886
27
$31.2M 0.99%
707,249
+25,257
28
$29.5M 0.93%
471,018
+62,658
29
$29.3M 0.93%
304,611
+8,935
30
$28.3M 0.9%
248,167
-4,241
31
$26.4M 0.84%
+678,553
32
$26.1M 0.83%
456,703
+19,056
33
$25.6M 0.81%
272,627
+16,929
34
$25.3M 0.8%
350,404
+15,625
35
$25.2M 0.8%
658,312
-79,196
36
$23.6M 0.75%
581,368
+20,240
37
$23.6M 0.75%
334,839
-6,486
38
$22.6M 0.72%
356,614
+15,591
39
$22.5M 0.71%
487,216
+11,772
40
$22.4M 0.71%
711,088
+20,278
41
$22.1M 0.7%
432,086
+58,194
42
$21.8M 0.69%
799,600
-172,168
43
$21.1M 0.67%
+1,710,282
44
$21M 0.67%
205,058
+345
45
$19.9M 0.63%
+552,453
46
$19.7M 0.63%
471,133
+16,533
47
$19.2M 0.61%
280,371
+30,957
48
$18.4M 0.58%
290,146
+29,865
49
$18.3M 0.58%
412,395
+28,895
50
$18.3M 0.58%
593,743
+38,083
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