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
$4.79B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$34.5M
3
+$27.8M
4
LMT icon
Lockheed Martin
LMT
+$13.9M
5
MET icon
MetLife
MET
+$10.8M

Top Sells

1
+$46.4M
2
+$26.8M
3
+$19.1M
4
META icon
Meta Platforms (Facebook)
META
+$19M
5
INTU icon
Intuit
INTU
+$13.6M

Sector Composition

1 Financials 18.63%
2 Healthcare 15.46%
3 Technology 14.82%
4 Consumer Discretionary 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$248K 0.01%
1,961
-2,023
477
$246K 0.01%
+5,115
478
$245K 0.01%
+1,456
479
$242K 0.01%
+2,887
480
$242K 0.01%
+14,629
481
$242K 0.01%
+3,056
482
$240K 0.01%
+594
483
$234K ﹤0.01%
+535
484
$233K ﹤0.01%
744
-454
485
$217K ﹤0.01%
+17,172
486
$208K ﹤0.01%
917
-59,997
487
$206K ﹤0.01%
1,619
-1,267
488
$205K ﹤0.01%
1,553
-43,219
489
$204K ﹤0.01%
1,306
-361
490
$202K ﹤0.01%
+676
491
$186K ﹤0.01%
+21,251
492
$173K ﹤0.01%
+17,174
493
$162K ﹤0.01%
+16,774
494
$155K ﹤0.01%
2,865
-692
495
$145K ﹤0.01%
+22,300
496
$139K ﹤0.01%
+1,519
497
$131K ﹤0.01%
+13,814
498
$128K ﹤0.01%
+11,342
499
$123K ﹤0.01%
+1,526
500
$121K ﹤0.01%
+3,033
18 19
20
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