ZIM
Zacks Investment Management Portfolio holdings
AUM
$12.6B
1-Year Est. Return
26.15%
1 Year Est. Return
+26.15%
AUM
$12.6B
AUM Growth
+$864M
(+7.4%)
Holding
858
Top Buys
| 1 | +$99M | |
| 2 | +$66.4M | |
| 3 | +$37.7M | |
| 4 |
UnitedHealth
UNH
|
+$30M |
| 5 |
Apple
AAPL
|
+$21.3M |
Top Sells
| 1 | +$69.5M | |
| 2 | +$61.5M | |
| 3 | +$40.5M | |
| 4 |
Huntington Bancshares
HBAN
|
+$35.9M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
American Express
AXP
$254B
| $66.5M | 0.53% |
200,309
+1,709
|
|
||
52
Cummins
CMI
$70.1B
| $64.8M | 0.52% |
153,309
+1,306
|
|
||
53
Amphenol
APH
$170B
| $64.2M | 0.51% |
518,951
+92,337
|
|
||
54
Abbott
ABT
$218B
| $63.9M | 0.51% |
477,169
-75,714
|
|
||
55
CSX Corp
CSX
$66.9B
| $62.3M | 0.5% |
1,755,664
+1,913
|
|
||
56
Norfolk Southern
NSC
$66B
| $61.9M | 0.49% |
206,088
+1,928
|
|
||
57
Altria Group
MO
$98.1B
| $60.5M | 0.48% |
916,503
+4,663
|
|
||
58
Prologis
PLD
$120B
| $60M | 0.48% |
523,706
+11,280
|
|
||
59
Public Service Enterprise Group
PEG
$40.2B
| $58.3M | 0.46% |
698,414
-976
|
|
||
60
Deere & Co
DE
$130B
| $55.7M | 0.44% |
121,748
+858
|
|
||
61
Hartford Financial Services
HIG
$37.1B
| $55.5M | 0.44% |
416,438
+7,643
|
|
||
62
Accenture
ACN
$169B
| $55.2M | 0.44% |
223,974
+897
|
|
||
63
Lockheed Martin
LMT
$103B
| $55M | 0.44% |
110,258
+130
|
|
||
64
Medtronic
MDT
$131B
| $53.9M | 0.43% |
566,111
+1,203
|
|
||
65
Palantir
PLTR
$420B
| $53.8M | 0.43% |
294,930
-74,893
|
|
||
66
Cintas
CTAS
$74.2B
| $53M | 0.42% |
257,991
+1,329
|
|
||
67
Citigroup
C
$191B
| $52.2M | 0.42% |
514,711
-545
|
|
||
68
Arista Networks
ANET
$161B
| $50.9M | 0.41% |
349,204
-9,343
|
|
||
69
Becton Dickinson
BDX
$55.2B
| $50.8M | 0.4% |
271,300
-135
|
|
||
70
Gilead Sciences
GILD
$155B
| $50.3M | 0.4% |
453,585
+5,616
|
|
||
71
L3Harris
LHX
$52B
| $50.3M | 0.4% |
164,646
+640
|
|
||
72
TJX Companies
TJX
$167B
| $48.3M | 0.38% |
333,948
+19,838
|
|
||
73
Spotify
SPOT
$115B
| $47.6M | 0.38% |
68,195
-32,644
|
|
||
74
Chevron
CVX
$303B
| $45.5M | 0.36% |
293,048
+1,186
|
|
||
75
Cigna
CI
$72.2B
| $45.3M | 0.36% |
157,252
+909
|
|