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
26
$47.8M 1%
485,596
-1,727
27
$46.6M 0.97%
459,788
-2,879
28
$45.4M 0.95%
131,217
+40,122
29
$45M 0.94%
918,201
+567,775
30
$44.5M 0.93%
944,511
+71
31
$43.5M 0.91%
720,444
+2,822
32
$43.1M 0.9%
528,125
+891
33
$42M 0.88%
251,124
-990
34
$41.9M 0.87%
907,460
-635
35
$41.2M 0.86%
411,540
+15,940
36
$41.1M 0.86%
+2,318,914
37
$41.1M 0.86%
552,176
+1,281
38
$40.8M 0.85%
528,098
-26,158
39
$40M 0.84%
423,352
-1,170
40
$39.8M 0.83%
353,467
-952
41
$38.5M 0.8%
543,201
-9
42
$38.2M 0.8%
530,311
+452
43
$35.7M 0.75%
134,258
-11,257
44
$35.2M 0.73%
724,719
-2,698
45
$34.7M 0.72%
338,157
-15,547
46
$34.5M 0.72%
+634,900
47
$34.2M 0.71%
318,340
+77,039
48
$34.1M 0.71%
502,778
-395,122
49
$33.9M 0.71%
789,085
-3,443
50
$33.2M 0.69%
636,718
-3,958
1
2
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