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
$4.55B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$32.8M
3
+$25.7M
4
RTX icon
RTX Corp
RTX
+$12M
5
ABBV icon
AbbVie
ABBV
+$11.6M

Top Sells

1
+$49.9M
2
+$19.8M
3
+$19.4M
4
HD icon
Home Depot
HD
+$16.1M
5
STLD icon
Steel Dynamics
STLD
+$15.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 15.06%
3 Financials 14.64%
4 Consumer Staples 10.68%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$209K ﹤0.01%
+4,866
477
$203K ﹤0.01%
+1,294
478
$202K ﹤0.01%
9,734
-1,725
479
$194K ﹤0.01%
+10,413
480
$186K ﹤0.01%
+11,186
481
$181K ﹤0.01%
10,889
-1,135
482
$175K ﹤0.01%
+12,266
483
$139K ﹤0.01%
+29,149
484
$134K ﹤0.01%
+13,431
485
$132K ﹤0.01%
+1,950
486
$122K ﹤0.01%
20,214
-45,955
487
$109K ﹤0.01%
21,319
+11,294
488
$107K ﹤0.01%
+39,215
489
$105K ﹤0.01%
35,915
+17,995
490
$81K ﹤0.01%
+20,054
491
$77K ﹤0.01%
12,672
-3,187,373
492
$74K ﹤0.01%
+12,364
493
$65K ﹤0.01%
+28,884
494
$64K ﹤0.01%
170
495
$49K ﹤0.01%
+10,209
496
$19K ﹤0.01%
12,837
497
$12K ﹤0.01%
44,820
-716,149
498
$11K ﹤0.01%
+11,106
499
$11K ﹤0.01%
+66,433
500
– –
0
18 19
20
21 22