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
501
$119K ﹤0.01%
14,146
+456
502
$103K ﹤0.01%
12,321
-4,456
503
$97K ﹤0.01%
+13,239
504
$97K ﹤0.01%
+687
505
$94K ﹤0.01%
+11,297
506
$89K ﹤0.01%
+2,162
507
$87K ﹤0.01%
2,346
508
$84K ﹤0.01%
14,157
509
$84K ﹤0.01%
17,186
-1
510
$82K ﹤0.01%
543
511
$82K ﹤0.01%
+14,359
512
$77K ﹤0.01%
+26,640
513
$73K ﹤0.01%
973
+204
514
$63K ﹤0.01%
+2,424
515
$61K ﹤0.01%
+3,444
516
$59K ﹤0.01%
11,340
517
– –
0
518
$12K ﹤0.01%
821
519
– –
-25,442
520
– –
-17,490
521
– –
-14,860
522
– –
-41,977
523
– –
-88,901
524
– –
-79,089
525
– –
-19,941
19 20
21
22 23