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
576
– –
-9,639
577
– –
-45,143
578
– –
-146,194
579
– –
-27,380
580
– –
-6,317
581
– –
-76,012
582
– –
-6,228
583
– –
-45,274
584
– –
-173,957
585
– –
-710
586
– –
-18,662
587
– –
-29,905
588
– –
-22,302
589
– –
-46,793
590
– –
-19,585
591
– –
-13,295
592
– –
-42,302
593
– –
-11,373
594
– –
-263,034
595
– –
-18,325
596
– –
-94,175
597
– –
-40,888
598
– –
-4,593
599
– –
-49,809
600
– –
-3,730
22 23
24
25 26