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
551
– –
-25,235
552
– –
-11,004
553
– –
-12,104
554
– –
-51,000
555
– –
-274,157
556
– –
-5,533
557
– –
-5,096
558
– –
-151,495
559
– –
-35,163
560
– –
-49,879
561
– –
-13,617
562
– –
-104,148
563
– –
-134,030
564
– –
-129,153
565
– –
-86,784
566
– –
-37,662
567
– –
-6,246
568
– –
-238,161
569
– –
-19,790
570
– –
-56,337
571
– –
-43,179
572
– –
-35,951
573
– –
-50,551
574
– –
-545,410
575
– –
-2,648
21 22
23
24 25