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
651
$51K ﹤0.01%
+1,090
652
– –
-12,610
653
– –
-18,893
654
– –
-37,350
655
– –
-26,970
656
– –
-9,362
657
– –
-11,378
658
– –
-1,027
659
– –
-177,649
660
– –
-6,614
661
– –
-5,931
662
– –
-32,013
663
– –
-55,022
664
– –
-19,733
665
– –
-17,070
666
– –
-5,992
667
– –
-5,947
668
– –
-7,937
669
– –
-12,554
670
– –
-20,046
671
– –
-9,145
672
– –
-10,087
673
– –
-38,739
674
– –
-28,009
675
– –
-21,174
25 26
27
28 29