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
$4.79B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$34.5M
3
+$27.8M
4
LMT icon
Lockheed Martin
LMT
+$13.9M
5
MET icon
MetLife
MET
+$10.8M

Top Sells

1
+$46.4M
2
+$26.8M
3
+$19.1M
4
META icon
Meta Platforms (Facebook)
META
+$19M
5
INTU icon
Intuit
INTU
+$13.6M

Sector Composition

1 Financials 18.63%
2 Healthcare 15.46%
3 Technology 14.82%
4 Consumer Discretionary 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$31.8M 0.66%
511,964
-6,334
52
$31.7M 0.66%
232,996
-2,992
53
$31.6M 0.66%
524,320
+7,840
54
$31.2M 0.65%
379,543
+902
55
$29.4M 0.61%
1,303,003
-4,761
56
$29.3M 0.61%
3,166,032
-5,771
57
$29M 0.6%
797,183
-2,258
58
$28.2M 0.59%
1,526,950
-192,175
59
$28.2M 0.59%
666,347
+2,765
60
$26.5M 0.55%
761,661
-1,494
61
$25.7M 0.54%
551,544
-10,947
62
$25.3M 0.53%
415,994
-2,544
63
$25.3M 0.53%
1,696,539
-3,721
64
$25.2M 0.53%
329,542
-1,597
65
$25.1M 0.52%
325,399
+19,087
66
$23.4M 0.49%
97,222
+1,423
67
$22.3M 0.47%
209,767
+37,652
68
$22.3M 0.47%
199,583
+4,870
69
$21.8M 0.46%
307,833
+2,892
70
$21.7M 0.45%
105,189
+18,037
71
$20.8M 0.43%
130,582
+1,379
72
$20.7M 0.43%
142,951
-100
73
$20.1M 0.42%
241,501
-18,712
74
$19.1M 0.4%
165,782
-18,845
75
$18.3M 0.38%
800,653
-1,304
1 2
3
4 5