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
526
$230K ﹤0.01%
1,684
-37,140
527
$230K ﹤0.01%
+2,632
528
$229K ﹤0.01%
+462
529
$228K ﹤0.01%
2,734
530
$227K ﹤0.01%
+11,000
531
$225K ﹤0.01%
+1,828
532
$223K ﹤0.01%
7,510
533
$219K ﹤0.01%
9,171
-8,961
534
$219K ﹤0.01%
6,300
535
$215K ﹤0.01%
+8,174
536
$214K ﹤0.01%
+4,572
537
$212K ﹤0.01%
21,694
+48
538
$212K ﹤0.01%
+4,362
539
$212K ﹤0.01%
1,168
540
$212K ﹤0.01%
2,881
+234
541
$209K ﹤0.01%
863
542
$209K ﹤0.01%
182
-1
543
$208K ﹤0.01%
19,219
544
$208K ﹤0.01%
1,058
+50
545
$206K ﹤0.01%
+3,397
546
$205K ﹤0.01%
1,043
+100
547
$205K ﹤0.01%
+2,733
548
$202K ﹤0.01%
2,472
549
$198K ﹤0.01%
+48,652
550
$189K ﹤0.01%
+33,140
20 21
22
23 24