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
$4.94B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$30.1M
3
+$26.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.6M
5
PYPL icon
PayPal
PYPL
+$22.8M

Top Sells

1
+$29.8M
2
+$26.3M
3
+$22.9M
4
RTX icon
RTX Corp
RTX
+$12M
5
MU icon
Micron Technology
MU
+$10.5M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.8%
3 Financials 14.21%
4 Consumer Staples 11.54%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.1M 0.65%
150,099
+21,228
52
$32.1M 0.65%
934,926
-17,469
53
$31.5M 0.64%
957,745
+157,241
54
$31M 0.63%
2,601,198
+97,946
55
$30.9M 0.63%
483,688
-11,881
56
$30.8M 0.62%
560,241
+37,869
57
$28.7M 0.58%
2,329,028
-40,309
58
$27.6M 0.56%
658,741
-12,554
59
$27.4M 0.56%
751,930
+96,010
60
$27.2M 0.55%
314,560
+90,534
61
$27.1M 0.55%
347,199
+9,580
62
$27.1M 0.55%
700,494
+51,859
63
$26.9M 0.55%
199,661
+62,973
64
$26.4M 0.54%
190,729
+5,761
65
$25.8M 0.52%
234,638
+6,595
66
$25.3M 0.51%
488,565
+13,396
67
$24.6M 0.5%
641,945
+27,680
68
$24.3M 0.49%
344,060
-8,190
69
$23.6M 0.48%
999,935
-215,020
70
$22.8M 0.46%
+115,748
71
$21.8M 0.44%
332,132
-13,242
72
$21M 0.42%
188,358
-355
73
$20.1M 0.41%
61,344
-393
74
$19.9M 0.4%
87,634
-7,881
75
$17.7M 0.36%
78,466
-43,467
1 2
3
4 5