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
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$13.3M
5
CTSH icon
Cognizant
CTSH
+$12M

Top Sells

1
+$18M
2
+$18M
3
+$16.1M
4
CSCO icon
Cisco
CSCO
+$12.6M
5
IBM icon
IBM
IBM
+$11.5M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$356K 0.01%
+1,240
502
$356K 0.01%
+10,587
503
$353K 0.01%
+3,272
504
$352K 0.01%
7,981
+1,355
505
$349K 0.01%
4,065
+648
506
$348K 0.01%
3,720
+644
507
$347K 0.01%
+8,939
508
$347K 0.01%
+13,437
509
$346K 0.01%
9,899
-9,473
510
$344K 0.01%
+12,898
511
$344K 0.01%
10,419
-4,530
512
$342K 0.01%
23,376
+6,453
513
$340K 0.01%
+42,300
514
$337K 0.01%
+9,891
515
$333K 0.01%
+39,492
516
$331K 0.01%
10,586
-8,002
517
$330K 0.01%
6,936
+1,095
518
$329K 0.01%
5,498
-3,357
519
$326K 0.01%
+11,116
520
$326K 0.01%
+32,507
521
$326K 0.01%
+7,650
522
$323K 0.01%
6,769
+1,873
523
$323K 0.01%
4,823
+1,330
524
$323K 0.01%
+2
525
$323K 0.01%
+39,643
19 20
21
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