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
BWMN icon
676
Bowman Consulting
BWMN
$611M
$207K ﹤0.01%
+4,892
SGHC icon
677
SGHC Ltd
SGHC
$5.51B
$206K ﹤0.01%
15,600
IPI icon
678
Intrepid Potash
IPI
$346M
$205K ﹤0.01%
6,716
ROST icon
679
Ross Stores
ROST
$57.9B
$205K ﹤0.01%
+1,342
PODD icon
680
Insulet
PODD
$21.6B
$205K ﹤0.01%
662
-26,075
IVE icon
681
iShares S&P 500 Value ETF
IVE
$47.5B
$202K ﹤0.01%
+978
FFIV icon
682
F5
FFIV
$14B
$202K ﹤0.01%
+625
SMP icon
683
Standard Motor Products
SMP
$821M
$202K ﹤0.01%
+4,945
RF icon
684
Regions Financial
RF
$23B
$201K ﹤0.01%
+7,628
ZWS icon
685
Zurn Elkay Water Solutions
ZWS
$7.94B
$201K ﹤0.01%
+4,274
FDVV icon
686
Fidelity High Dividend ETF
FDVV
$7.62B
$201K ﹤0.01%
+3,604
NBIS
687
Nebius Group N.V.
NBIS
$24.9B
$201K ﹤0.01%
+1,787
MKC icon
688
McCormick & Company Non-Voting
MKC
$17.2B
$200K ﹤0.01%
2,995
+152
LASR icon
689
nLIGHT
LASR
$1.73B
$200K ﹤0.01%
+6,750
ADEA icon
690
Adeia
ADEA
$1.38B
$192K ﹤0.01%
+11,442
GDOT icon
691
Green Dot
GDOT
$733M
$188K ﹤0.01%
+14,020
FPI
692
Farmland Partners
FPI
$431M
$187K ﹤0.01%
+17,208
LFST icon
693
Lifestance Health
LFST
$2.49B
$187K ﹤0.01%
34,021
-5,274
BLZE icon
694
Backblaze
BLZE
$273M
$185K ﹤0.01%
19,900
PBPB
695
DELISTED
Potbelly
PBPB
$184K ﹤0.01%
10,827
ET icon
696
Energy Transfer Partners
ET
$57.4B
$180K ﹤0.01%
10,503
+110
IMMR icon
697
Immersion
IMMR
$226M
$178K ﹤0.01%
24,313
+6,386
NWL icon
698
Newell Brands
NWL
$1.58B
$173K ﹤0.01%
33,025
+65
PSLV icon
699
Sprott Physical Silver Trust
PSLV
$11.4B
$164K ﹤0.01%
+10,415
ILPT
700
Industrial Logistics Properties Trust
ILPT
$388M
$159K ﹤0.01%
+27,263