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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$21.1M
3
+$19.9M
4
MPC icon
Marathon Petroleum
MPC
+$15.4M
5
T icon
AT&T
T
+$12.8M

Top Sells

1
+$38.6M
2
+$36.4M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.1M 0.57%
474,640
+420
52
$18.1M 0.57%
804,223
+92,959
53
$17.6M 0.56%
165,154
+1,105
54
$17.6M 0.56%
206,483
+33,890
55
$17.5M 0.55%
147,066
+23,910
56
$17.5M 0.55%
292,502
+95,046
57
$17M 0.54%
508,833
+49,117
58
$16.7M 0.53%
165,855
+29,909
59
$16.5M 0.52%
110,303
-16,600
60
$16.5M 0.52%
166,081
+4,281
61
$16.5M 0.52%
420,392
+39,998
62
$15.4M 0.49%
+415,443
63
$15.2M 0.48%
179,937
+4,722
64
$15.2M 0.48%
908,843
-620,322
65
$15.1M 0.48%
205,062
-60,711
66
$14.7M 0.47%
1,017,616
+83,315
67
$14.7M 0.47%
184,270
+14,589
68
$14.6M 0.46%
316,482
+28,687
69
$14.2M 0.45%
195,597
+4,122
70
$13.4M 0.43%
246,489
+27,640
71
$13.1M 0.42%
182,238
+3,781
72
$12.9M 0.41%
433,575
+51,528
73
$12.7M 0.4%
212,570
+45,141
74
$12.5M 0.4%
273,801
+11,559
75
$12.2M 0.39%
183,689
+44,778
1 2
3
4 5