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
$11.7B
AUM Growth
+$979M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1 +$63.4M
2 +$51.4M
3 +$34.2M
4
APH icon
Amphenol
APH
+$32.6M
5
LRCX icon
Lam Research
LRCX
+$21.2M

Top Sells

1 +$31M
2 +$30.1M
3 +$29.5M
4
MSFT icon
Microsoft
MSFT
+$24M
5
F icon
Ford
F
+$22.2M

Sector Composition

1 Technology 24.43%
2 Financials 17.17%
3 Industrials 11.1%
4 Healthcare 10.4%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NWL icon
651
Newell Brands
NWL
$1.58B
$178K ﹤0.01%
32,960
+2,149
SGHC icon
652
SGHC Ltd
SGHC
$5.51B
$171K ﹤0.01%
+15,600
LION icon
653
Lionsgate Studios
LION
$2.08B
$168K ﹤0.01%
+28,844
SLSN
654
Solesence Inc
SLSN
$150M
$165K ﹤0.01%
+37,955
UAA icon
655
Under Armour
UAA
$1.97B
$144K ﹤0.01%
+21,124
IMMR icon
656
Immersion
IMMR
$226M
$141K ﹤0.01%
+17,927
SOUN icon
657
SoundHound AI
SOUN
$4.95B
$134K ﹤0.01%
+12,501
PBPB
658
DELISTED
Potbelly
PBPB
$133K ﹤0.01%
10,827
PBR icon
659
Petrobras
PBR
$82.5B
$129K ﹤0.01%
10,323
TTEC icon
660
TTEC Holdings
TTEC
$176M
$126K ﹤0.01%
+26,113
LEG icon
661
Leggett & Platt
LEG
$1.54B
$117K ﹤0.01%
13,129
+1
PRTH icon
662
Priority Technology Holdings
PRTH
$473M
$110K ﹤0.01%
14,085
BLZE icon
663
Backblaze
BLZE
$273M
$109K ﹤0.01%
+19,900
EHAB icon
664
Enhabit
EHAB
$473M
$104K ﹤0.01%
+10,810
VLY icon
665
Valley National Bancorp
VLY
$6.41B
$97.4K ﹤0.01%
10,905
+888
AG icon
666
First Majestic Silver
AG
$7.69B
$96.7K ﹤0.01%
+11,692
XPER icon
667
Xperi
XPER
$278M
$92.5K ﹤0.01%
+11,688
CTOS icon
668
Custom Truck One Source
CTOS
$1.46B
$89.9K ﹤0.01%
18,204
RWT
669
Redwood Trust
RWT
$717M
$84.9K ﹤0.01%
+14,360
SFIX icon
670
Stitch Fix
SFIX
$612M
$84.1K ﹤0.01%
+22,719
HTZWW
671
Hertz Global Holdings Warrants
HTZWW
$246M
$79K ﹤0.01%
21,646
TH icon
672
Target Hospitality
TH
$774M
$74K ﹤0.01%
+10,400
BMBL icon
673
Bumble
BMBL
$424M
$69.6K ﹤0.01%
+10,562
BBBY
674
Bed Bath & Beyond
BBBY
$454M
$69.5K ﹤0.01%
+11,107
ACRE
675
Ares Commercial Real Estate
ACRE
$292M
$59.5K ﹤0.01%
+12,479