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
626
$234K 0.01%
+9,645
627
$233K 0.01%
2,770
-13,914
628
$233K 0.01%
2,262
-4,412
629
$230K 0.01%
+9,680
630
$229K 0.01%
17,036
+4,265
631
$228K 0.01%
+11,872
632
$226K 0.01%
11,051
633
$224K 0.01%
+7,797
634
$223K 0.01%
+4,720
635
$220K 0.01%
+5,825
636
$217K 0.01%
+15,566
637
$215K 0.01%
2,876
+386
638
$215K 0.01%
14,283
-8,304
639
$212K 0.01%
4,875
-9,113
640
$211K 0.01%
+16,872
641
$210K 0.01%
+26,497
642
$209K 0.01%
+18
643
$208K 0.01%
1,174
-41,067
644
$205K 0.01%
5,320
-424
645
$201K 0.01%
5,083
-10,326
646
$200K 0.01%
5,000
-186,454
647
$190K 0.01%
+32,509
648
$167K 0.01%
16,832
649
$96K ﹤0.01%
+16,164
650
$93K ﹤0.01%
+13,343
24 25
26
27 28