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
$12.6B
AUM Growth
+$864M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$99M
2
+$66.4M
3
+$37.7M
4
UNH icon
UnitedHealth
UNH
+$30M
5
AAPL icon
Apple
AAPL
+$21.3M

Top Sells

1
+$69.5M
2
+$61.5M
3
+$40.5M
4
HBAN icon
Huntington Bancshares
HBAN
+$35.9M
5
SO icon
Southern Company
SO
+$24.1M

Sector Composition

1 Technology 24.76%
2 Financials 17.1%
3 Industrials 11.62%
4 Healthcare 10.15%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHD icon
626
Church & Dwight Co
CHD
$21.8B
$249K ﹤0.01%
2,836
-135
CRAI icon
627
CRA International
CRAI
$1.38B
$246K ﹤0.01%
1,181
-209
JHMD icon
628
John Hancock Multifactor Developed International ETF
JHMD
$1.11B
$245K ﹤0.01%
6,126
IAU icon
629
iShares Gold Trust
IAU
$72.4B
$243K ﹤0.01%
+3,346
NTR icon
630
Nutrien
NTR
$32.1B
$243K ﹤0.01%
+4,133
BIO icon
631
Bio-Rad Laboratories Class A
BIO
$8.46B
$243K ﹤0.01%
865
-14
IWP icon
632
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$242K ﹤0.01%
1,702
+178
FULT icon
633
Fulton Financial
FULT
$3.6B
$241K ﹤0.01%
+12,941
KBDC
634
Kayne Anderson BDC
KBDC
$1.01B
$239K ﹤0.01%
+17,950
LIN icon
635
Linde
LIN
$205B
$238K ﹤0.01%
+501
XSD icon
636
State Street SPDR S&P Semiconductor ETF
XSD
$1.74B
$238K ﹤0.01%
+744
GEV icon
637
GE Vernova
GEV
$185B
$236K ﹤0.01%
+384
FTCB icon
638
First Trust Core Investment Grade ETF
FTCB
$1.9B
$235K ﹤0.01%
+11,043
VISN
639
Vistance Networks, Inc. Common Stock
VISN
$4.12B
$235K ﹤0.01%
+15,155
AMT icon
640
American Tower
AMT
$85.9B
$234K ﹤0.01%
1,216
+133
PSCW icon
641
Pacer Swan SOS Conservative April ETF
PSCW
$60.9M
$234K ﹤0.01%
+8,533
CAG icon
642
Conagra Brands
CAG
$8.11B
$233K ﹤0.01%
12,710
-170
BKU icon
643
Bankunited
BKU
$3.54B
$233K ﹤0.01%
+6,093
VTEB icon
644
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
$232K ﹤0.01%
+4,638
EWN icon
645
iShares MSCI Netherlands ETF
EWN
$310M
$231K ﹤0.01%
3,980
-126
CNOB icon
646
Center Bancorp
CNOB
$1.36B
$231K ﹤0.01%
9,300
-556
INGR icon
647
Ingredion
INGR
$7.3B
$231K ﹤0.01%
1,888
EFNL icon
648
iShares MSCI Finland ETF
EFNL
$36.9M
$227K ﹤0.01%
+5,303
VEEV icon
649
Veeva Systems
VEEV
$36.5B
$227K ﹤0.01%
761
-50,677
TWLO icon
650
Twilio
TWLO
$18.1B
$226K ﹤0.01%
2,262
-148,962
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