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
601
$254K 0.01%
+16,126
602
$253K 0.01%
+27,084
603
$253K 0.01%
+9,680
604
$253K 0.01%
+16,070
605
$252K 0.01%
+16,887
606
$250K 0.01%
+5,321
607
$250K 0.01%
8,387
+1,154
608
$250K 0.01%
48,461
+7,588
609
$249K 0.01%
+12,206
610
$249K 0.01%
+10,439
611
$249K 0.01%
+90,924
612
$247K 0.01%
+34,703
613
$247K 0.01%
+5,604
614
$246K 0.01%
+6,290
615
$243K 0.01%
2,039
+103
616
$242K 0.01%
+18,824
617
$242K 0.01%
+33,733
618
$242K 0.01%
5,056
-67
619
$241K 0.01%
+11,699
620
$240K 0.01%
25,602
-56,515
621
$238K 0.01%
+45,608
622
$237K 0.01%
6,771
+267
623
$236K 0.01%
+5,338
624
$236K 0.01%
+22,048
625
$235K 0.01%
+4,147
23 24
25
26 27