ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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
26
$50.7M 1.03%
1,095,506
+650,721
27
$50.6M 1.03%
503,331
-10,410
28
$50.2M 1.02%
482,705
-12,839
29
$49.5M 1%
659,890
+24,324
30
$49.2M 1%
561,314
-21,527
31
$48.4M 0.98%
2,245,438
-289,663
32
$48.1M 0.97%
183,608
+16,479
33
$47.5M 0.96%
1,277,072
-22,893
34
$46.7M 0.95%
442,784
+8,409
35
$46.5M 0.94%
634,420
+7,820
36
$45.8M 0.93%
796,785
+23,383
37
$45.2M 0.92%
711,716
+35,027
38
$44.3M 0.9%
1,236,061
+38,813
39
$42.5M 0.86%
2,239,980
-42,045
40
$38.5M 0.78%
659,771
+48,145
41
$38.5M 0.78%
1,596,957
-27,348
42
$37.4M 0.76%
619,804
+443,592
43
$37.2M 0.75%
588,372
+75,632
44
$36.5M 0.74%
2,699,680
+557,560
45
$35.1M 0.71%
1,493,969
+49,808
46
$34.7M 0.7%
1,204,490
-19,487
47
$34.6M 0.7%
116,277
-88,229
48
$34.6M 0.7%
952,362
-17,977
49
$32.3M 0.65%
2,920,398
+2,897,800
50
$32.2M 0.65%
103,376
-6,337
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