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
51
$14.8M 0.58%
564,138
+42,725
52
$14.7M 0.58%
383,987
+23,200
53
$14.6M 0.58%
252,914
+24,561
54
$14.5M 0.57%
197,736
+12,826
55
$14.3M 0.57%
305,738
+20,167
56
$14.2M 0.56%
163,459
+48,312
57
$14.1M 0.56%
167,221
+5,247
58
$14M 0.55%
698,180
+455,700
59
$13.9M 0.55%
332,397
+9,085
60
$13.7M 0.54%
178,692
-14,982
61
$13.6M 0.54%
406,746
-30,264
62
$13.6M 0.54%
203,488
-17,364
63
$13.6M 0.54%
129,218
-8,754
64
$13.4M 0.53%
417,994
+25,961
65
$13.3M 0.52%
+190,594
66
$13.3M 0.52%
231,014
+15,126
67
$13M 0.51%
474,788
-30,941
68
$13M 0.51%
286,176
-58,886
69
$12.9M 0.51%
174,342
-15,778
70
$12.8M 0.5%
159,954
-37,515
71
$12.7M 0.5%
363,417
-29,472
72
$12.7M 0.5%
160,699
-13,881
73
$12.6M 0.5%
150,284
+5,662
74
$12.6M 0.5%
234,735
+15,427
75
$12.6M 0.5%
543,890
-45,075
1 2
3
4 5