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
576
$268K 0.01%
+6,141
577
$267K 0.01%
+20,244
578
$266K 0.01%
6,916
-68
579
$266K 0.01%
+13,768
580
$266K 0.01%
7,381
-1,195
581
$265K 0.01%
18,021
-14,103
582
$264K 0.01%
2,065
-318
583
$263K 0.01%
+5,236
584
$262K 0.01%
+13,248
585
$261K 0.01%
+16,650
586
$261K 0.01%
17,275
-15,080
587
$260K 0.01%
+11,950
588
$260K 0.01%
+3,537
589
$259K 0.01%
10,808
+1,747
590
$259K 0.01%
9,130
+351
591
$258K 0.01%
+1,756
592
$258K 0.01%
+14,308
593
$257K 0.01%
12,233
+3,038
594
$257K 0.01%
+32,134
595
$256K 0.01%
+6,208
596
$256K 0.01%
4,929
-2
597
$256K 0.01%
+4,390
598
$255K 0.01%
14,904
-4,956
599
$255K 0.01%
5,427
+644
600
$254K 0.01%
1,956
-1
22 23
24
25 26