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
$6.55B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$35.8M
3
+$25.3M
4
MCD icon
McDonald's
MCD
+$15.6M
5
RTX icon
RTX Corp
RTX
+$10.5M

Top Sells

1
+$60.7M
2
+$26.8M
3
+$12.5M
4
SBUX icon
Starbucks
SBUX
+$12M
5
LRCX icon
Lam Research
LRCX
+$11.6M

Sector Composition

1 Technology 16.69%
2 Financials 15.31%
3 Healthcare 14.68%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$336K 0.01%
5,448
-202,385
477
$332K 0.01%
3,717
-1
478
$325K 0.01%
9,019
-851
479
$322K ﹤0.01%
4,817
+1,236
480
$316K ﹤0.01%
1,863
+116
481
$314K ﹤0.01%
5,967
-9
482
$312K ﹤0.01%
2,271
+261
483
$311K ﹤0.01%
+22,424
484
$309K ﹤0.01%
1,476
+7
485
$309K ﹤0.01%
2,023
+488
486
$308K ﹤0.01%
+20,386
487
$304K ﹤0.01%
3,595
-49
488
$302K ﹤0.01%
1,416
-539
489
$299K ﹤0.01%
20,636
+8
490
$298K ﹤0.01%
+18,978
491
$297K ﹤0.01%
3,630
+46
492
$293K ﹤0.01%
12,217
-1,198
493
$290K ﹤0.01%
+2,676
494
$288K ﹤0.01%
13,767
+168
495
$288K ﹤0.01%
21,820
-28
496
$282K ﹤0.01%
2,629
+798
497
$282K ﹤0.01%
+9,550
498
$281K ﹤0.01%
2,377
-75,220
499
$279K ﹤0.01%
761
-601
500
$279K ﹤0.01%
1,583
+158
18 19
20
21 22