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
$4.94B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$30.1M
3
+$26.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.6M
5
PYPL icon
PayPal
PYPL
+$22.8M

Top Sells

1
+$29.8M
2
+$26.3M
3
+$22.9M
4
RTX icon
RTX Corp
RTX
+$12M
5
MU icon
Micron Technology
MU
+$10.5M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.8%
3 Financials 14.21%
4 Consumer Staples 11.54%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$237K ﹤0.01%
4,590
477
$227K ﹤0.01%
16,886
-1,753
478
$219K ﹤0.01%
10,941
-60
479
$217K ﹤0.01%
+9,193
480
$217K ﹤0.01%
+2,506
481
$215K ﹤0.01%
+2,657
482
$213K ﹤0.01%
1,287
-10,479
483
$212K ﹤0.01%
6,884
484
$208K ﹤0.01%
4,810
-529,194
485
$201K ﹤0.01%
9,611
-123
486
$193K ﹤0.01%
19,219
487
$178K ﹤0.01%
10,826
-63
488
$132K ﹤0.01%
13,431
489
$114K ﹤0.01%
+19,075
490
$106K ﹤0.01%
13,277
-6,937
491
$67K ﹤0.01%
19,122
-9,762
492
$55K ﹤0.01%
+10,180
493
$52K ﹤0.01%
170
494
$51K ﹤0.01%
+15,979
495
$33K ﹤0.01%
+64,260
496
$28K ﹤0.01%
+2,415
497
$17K ﹤0.01%
12,837
498
– –
0
499
– –
-12,266
500
– –
-5,320
18 19
20
21 22