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
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$13.3M
5
CTSH icon
Cognizant
CTSH
+$12M

Top Sells

1
+$18M
2
+$18M
3
+$16.1M
4
CSCO icon
Cisco
CSCO
+$12.6M
5
IBM icon
IBM
IBM
+$11.5M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$390K 0.02%
+8,408
477
$388K 0.02%
21,472
+4,372
478
$386K 0.02%
18,366
+2,664
479
$386K 0.02%
+2,558
480
$384K 0.02%
+6,856
481
$383K 0.02%
4,603
-54,397
482
$380K 0.02%
20,590
+2,500
483
$379K 0.01%
15,477
+2,471
484
$379K 0.01%
10,071
-12,689
485
$379K 0.01%
+16,743
486
$378K 0.01%
+3,577
487
$376K 0.01%
11,362
+1,379
488
$374K 0.01%
3,222
-4,477
489
$374K 0.01%
11,742
+611
490
$373K 0.01%
20,934
+3,506
491
$373K 0.01%
6,040
-122
492
$372K 0.01%
+35,774
493
$371K 0.01%
15,460
-14,838
494
$368K 0.01%
+8,706
495
$367K 0.01%
+12,076
496
$367K 0.01%
28,637
+7,910
497
$362K 0.01%
3,300
-109
498
$362K 0.01%
4,792
-7,706
499
$360K 0.01%
+38,818
500
$359K 0.01%
10,794
+1,635
18 19
20
21 22