ZIM
Zacks Investment Management Portfolio holdings
AUM
$11.7B
1-Year Est. Return
25.6%
1 Year Est. Return
+25.6%
AUM
$10.7B
AUM Growth
-$91.5M
(-0.85%)
Holding
779
Top Buys
| 1 | +$55.6M | |
| 2 | +$47M | |
| 3 | +$21.7M | |
| 4 |
Ovintiv
OVV
|
+$20.6M |
| 5 |
Okta
OKTA
|
+$20.5M |
Top Sells
| 1 | +$66.6M | |
| 2 | +$46.6M | |
| 3 | +$33M | |
| 4 |
ServiceNow
NOW
|
+$26M |
| 5 |
Applied Materials
AMAT
|
+$24.8M |
Sector Composition
| 1 | Technology | 20.99% |
| 2 | Financials | 17.45% |
| 3 | Healthcare | 12.16% |
| 4 | Industrials | 10.24% |
| 5 | Consumer Staples | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Netflix
NFLX
$503B
| $101M | 0.94% |
108,388
+2,581
|
|
||
27
Prudential Financial
PRU
$35.1B
| $94.9M | 0.89% |
850,023
+12,915
|
|
||
28
Bank of America
BAC
$374B
| $92.8M | 0.87% |
2,223,151
+36,571
|
|
||
29
PepsiCo
PEP
$209B
| $92M | 0.86% |
613,712
+20,408
|
|
||
30
Verizon
VZ
$170B
| $91.9M | 0.86% |
2,026,806
+67,176
|
|
||
31
Merck
MRK
$210B
| $91M | 0.85% |
1,014,312
+39,854
|
|
||
32
IBM
IBM
$257B
| $91M | 0.85% |
365,880
+4,590
|
|
||
33
Eli Lilly
LLY
$735B
| $89.8M | 0.84% |
108,684
+3,873
|
|
||
34
Coca-Cola
KO
$291B
| $88M | 0.82% |
1,228,208
+19,643
|
|
||
35
Qualcomm
QCOM
$177B
| $84.6M | 0.79% |
550,689
+9,711
|
|
||
36
American Electric Power
AEP
$62.9B
| $83.9M | 0.78% |
767,526
+19,080
|
|
||
37
Kinder Morgan
KMI
$60.5B
| $83.7M | 0.78% |
2,933,114
+17,346
|
|
||
38
AT&T
T
$187B
| $80.9M | 0.76% |
2,702,947
-154,209
|
|
||
39
General Dynamics
GD
$88.9B
| $79.3M | 0.74% |
290,918
+7,044
|
|
||
40
iShares Core US Aggregate Bond ETF
AGG
$133B
| $77.2M | 0.72% |
779,962
+72,844
|
|
||
41
Wells Fargo
WFC
$269B
| $74.9M | 0.7% |
1,043,489
+59,385
|
|
||
42
Abbott
ABT
$222B
| $72.7M | 0.68% |
548,364
+10,579
|
|
||
43
Bank of New York Mellon
BK
$75.3B
| $71.9M | 0.67% |
857,862
+11,680
|
|
||
44
Tesla
TSLA
$1.43T
| $70.4M | 0.66% |
271,779
+536
|
|
||
45
PNC Financial Services
PNC
$70B
| $69.6M | 0.65% |
395,837
+7,351
|
|
||
46
Pfizer
PFE
$138B
| $67M | 0.63% |
2,642,202
+206,082
|
|
||
47
Fifth Third Bancorp
FITB
$26.4B
| $62.8M | 0.59% |
1,601,304
+23,901
|
|
||
48
Becton Dickinson
BDX
$53.1B
| $62.2M | 0.58% |
271,421
+24,105
|
|
||
49
US Bancorp
USB
$71B
| $61.4M | 0.57% |
1,453,297
+31,435
|
|
||
50
3M
MMM
$80.6B
| $58.9M | 0.55% |
401,251
+8,265
|
|