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
551
$178K ﹤0.01%
36,989
552
$173K ﹤0.01%
10,195
553
$159K ﹤0.01%
+12,821
554
$150K ﹤0.01%
+5,469
555
$148K ﹤0.01%
+13,598
556
$130K ﹤0.01%
11,881
+1,023
557
$118K ﹤0.01%
+12,634
558
$84K ﹤0.01%
+14,005
559
$83K ﹤0.01%
+23,979
560
$48K ﹤0.01%
+12,528
561
$27K ﹤0.01%
13,081
+244
562
$7K ﹤0.01%
10
563
– –
-55,198
564
– –
-58,987
565
– –
-73,908
566
– –
-14,690
567
– –
-10,941
568
– –
-7,049
569
– –
-10,013
570
– –
-31,937
571
– –
-302
572
– –
-7,443
573
– –
-3,057
574
– –
-27,843
575
– –
-19,651
21 22
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