ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.55B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$32.8M
3
+$25.7M
4
RTX icon
RTX Corp
RTX
+$12M
5
ABBV icon
AbbVie
ABBV
+$11.6M

Top Sells

1
+$49.9M
2
+$19.8M
3
+$19.4M
4
HD icon
Home Depot
HD
+$16.1M
5
STLD icon
Steel Dynamics
STLD
+$15.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 15.06%
3 Financials 14.64%
4 Consumer Staples 10.68%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.8M 0.72%
+1,223,977
52
$32.4M 0.71%
109,713
+2,643
53
$31.4M 0.69%
534,004
+4,460
54
$30.5M 0.67%
2,503,252
-109,109
55
$27.6M 0.61%
184,968
-7,107
56
$26.2M 0.58%
121,933
+1,655
57
$25.7M 0.56%
+522,372
58
$25.5M 0.56%
648,635
-88,471
59
$25.1M 0.55%
128,871
-15,975
60
$24.6M 0.54%
671,295
+14,842
61
$24M 0.53%
228,043
-11,768
62
$23.5M 0.52%
337,619
-15,244
63
$23.1M 0.51%
352,250
+3,747
64
$21.4M 0.47%
345,374
-20,053
65
$20.7M 0.46%
655,920
-145,510
66
$20.5M 0.45%
614,265
-16,253
67
$20.4M 0.45%
376,591
-6,077
68
$20.3M 0.45%
2,142,120
+330,400
69
$20.1M 0.44%
393,725
-9,357
70
$19.7M 0.43%
45,360
-33
71
$19.4M 0.43%
224,026
-62,644
72
$18.4M 0.4%
136,688
-56,593
73
$18.1M 0.4%
95,515
-15,537
74
$18M 0.4%
61,737
+2,179
75
$17.6M 0.39%
184,882
-18,075
1 2
3
4 5