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
$6.55B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$35.8M
3
+$25.3M
4
MCD icon
McDonald's
MCD
+$15.6M
5
RTX icon
RTX Corp
RTX
+$10.5M

Top Sells

1
+$60.7M
2
+$26.8M
3
+$12.5M
4
SBUX icon
Starbucks
SBUX
+$12M
5
LRCX icon
Lam Research
LRCX
+$11.6M

Sector Composition

1 Technology 16.69%
2 Financials 15.31%
3 Healthcare 14.68%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$73.2M 1.12%
719,617
-68,411
27
$70.9M 1.08%
287,289
+63,181
28
$70.2M 1.07%
711,019
+41,614
29
$70M 1.07%
695,583
+691,361
30
$68.7M 1.05%
583,677
+72,060
31
$64.5M 0.98%
607,313
-10,227
32
$62.8M 0.96%
997,469
+57,602
33
$60M 0.92%
1,303,185
+76,846
34
$59.2M 0.9%
1,901,399
+107,536
35
$59M 0.9%
1,800,534
-818,648
36
$57.2M 0.87%
339,989
+18,827
37
$55.8M 0.85%
108,590
+4,163
38
$55.2M 0.84%
2,635,306
+348,595
39
$52.9M 0.81%
235,704
+112,548
40
$52.8M 0.81%
849,834
+48,022
41
$51M 0.78%
2,958,932
+157,729
42
$49.9M 0.76%
116,005
+5,801
43
$49.3M 0.75%
3,251,020
+158,600
44
$47.7M 0.73%
496,156
+108,751
45
$46.1M 0.7%
514,170
+28,117
46
$45.1M 0.69%
1,149,823
+51,259
47
$44.9M 0.69%
382,122
+20,951
48
$44.7M 0.68%
202,112
+11,361
49
$44.5M 0.68%
916,340
+53,970
50
$43.8M 0.67%
2,615,737
+153,875
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