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
501
$275K ﹤0.01%
5,071
502
$273K ﹤0.01%
2,944
+12
503
$273K ﹤0.01%
3,760
-37
504
$269K ﹤0.01%
4,194
-114,262
505
$268K ﹤0.01%
10,058
-12
506
$263K ﹤0.01%
+7,931
507
$263K ﹤0.01%
19,805
-225,134
508
$262K ﹤0.01%
2,572
+96
509
$259K ﹤0.01%
+1,076
510
$258K ﹤0.01%
2,861
-1
511
$257K ﹤0.01%
8,892
+2,637
512
$256K ﹤0.01%
1,782
-1,313
513
$255K ﹤0.01%
+1,289
514
$250K ﹤0.01%
2,510
-3
515
$245K ﹤0.01%
2,733
-18
516
$243K ﹤0.01%
+951
517
$243K ﹤0.01%
11,510
-99,119
518
$242K ﹤0.01%
3,951
519
$241K ﹤0.01%
+6,647
520
$240K ﹤0.01%
4,739
521
$239K ﹤0.01%
+3,420
522
$236K ﹤0.01%
5,606
+569
523
$236K ﹤0.01%
7,934
-847
524
$234K ﹤0.01%
9,334
525
$232K ﹤0.01%
4,724
+303
19 20
21
22 23