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
551
$292K 0.01%
+17,866
552
$290K 0.01%
+9,691
553
$290K 0.01%
4,435
+567
554
$288K 0.01%
4,229
+606
555
$288K 0.01%
+8,611
556
$285K 0.01%
11,049
+1,728
557
$283K 0.01%
23,390
+3,641
558
$283K 0.01%
8,975
+1,223
559
$280K 0.01%
+13,847
560
$279K 0.01%
+9,072
561
$278K 0.01%
+8,183
562
$278K 0.01%
+14,410
563
$276K 0.01%
2,231
+309
564
$275K 0.01%
+15,558
565
$275K 0.01%
7,483
-125
566
$275K 0.01%
5,714
+922
567
$273K 0.01%
5,976
-1,777
568
$273K 0.01%
+15,576
569
$272K 0.01%
+18,192
570
$272K 0.01%
+3,637
571
$272K 0.01%
17,193
+5,600
572
$272K 0.01%
+3,321
573
$271K 0.01%
+8,791
574
$269K 0.01%
+14,943
575
$269K 0.01%
5,931
-2,121
21 22
23
24 25