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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$21.1M
3
+$19.9M
4
MPC icon
Marathon Petroleum
MPC
+$15.4M
5
T icon
AT&T
T
+$12.8M

Top Sells

1
+$38.6M
2
+$36.4M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$343K 0.01%
16,753
-1,024
477
$339K 0.01%
+7,848
478
$338K 0.01%
+41,802
479
$338K 0.01%
+10,238
480
$338K 0.01%
+13,303
481
$330K 0.01%
+11,894
482
$328K 0.01%
+766
483
$326K 0.01%
+3,441
484
$323K 0.01%
+12,328
485
$321K 0.01%
+6,381
486
$318K 0.01%
9,913
+3,119
487
$317K 0.01%
+1,529
488
$316K 0.01%
+5,923
489
$315K 0.01%
8,662
-4,591
490
$315K 0.01%
7,732
-130,052
491
$309K 0.01%
+7,649
492
$308K 0.01%
+12,507
493
$304K 0.01%
+20,040
494
$303K 0.01%
+8,046
495
$298K 0.01%
11,003
-1,751
496
$295K 0.01%
+2,501
497
$294K 0.01%
+4,820
498
$292K 0.01%
+7,568
499
$289K 0.01%
1,327
-2,857
500
$289K 0.01%
+5,974
18 19
20
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