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
$12.6B
AUM Growth
+$864M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1 +$99M
2 +$66.4M
3 +$37.7M
4
UNH icon
UnitedHealth
UNH
+$30M
5
AAPL icon
Apple
AAPL
+$21.3M

Top Sells

1 +$69.5M
2 +$61.5M
3 +$40.5M
4
HBAN icon
Huntington Bancshares
HBAN
+$35.9M
5
SO icon
Southern Company
SO
+$24.1M

Sector Composition

1 Technology 24.76%
2 Financials 17.1%
3 Industrials 11.62%
4 Healthcare 10.15%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TH icon
726
Target Hospitality
TH
$757M
$88.2K ﹤0.01%
10,400
EHAB icon
727
Enhabit
EHAB
$532M
$86.6K ﹤0.01%
10,809
-1
CONY icon
728
YieldMax COIN Option Income Strategy ETF
CONY
$656M
$77.9K ﹤0.01%
+1,133
BBAI icon
729
BigBear.ai
BBAI
$2.67B
$75.9K ﹤0.01%
+11,643
JELD icon
730
JELD-WEN Holding
JELD
$269M
$63.8K ﹤0.01%
+12,999
LYG icon
731
Lloyds Banking Group
LYG
$80.6B
$55.5K ﹤0.01%
12,223
+1,880
SFIX icon
732
Stitch Fix
SFIX
$706M
$54.3K ﹤0.01%
12,472
-10,247
INO icon
733
Inovio Pharmaceuticals
INO
$104M
$45.5K ﹤0.01%
+19,455
CCO icon
734
Clear Channel Outdoor Holdings
CCO
$1.06B
$35.8K ﹤0.01%
+22,635
SKIN icon
735
The Beauty Health Co
SKIN
$191M
$34.9K ﹤0.01%
+17,516
MBOT icon
736
Microbot Medical
MBOT
$144M
$32.6K ﹤0.01%
+10,683
CCCC icon
737
C4 Therapeutics
CCCC
$216M
$29K ﹤0.01%
+13,043
PACB icon
738
Pacific Biosciences
PACB
$667M
$24.5K ﹤0.01%
+19,170
NTB icon
739
Bank of N.T. Butterfield & Son
NTB
$2.06B
-13,484
OII icon
740
Oceaneering
OII
$2.72B
-71,887
OLO
741
DELISTED
Olo Inc
OLO
-411,027
OSCR icon
742
Oscar Health
OSCR
$4.77B
-20,252
PCH icon
743
PotlatchDeltic
PCH
$3.51B
-12,446
PCVX icon
744
Vaxcyte
PCVX
$6.1B
-14,250
PEPG icon
745
PepGen
PEPG
$357M
-38,047
PGR icon
746
Progressive
PGR
$119B
-910
PLRX icon
747
Pliant Therapeutics
PLRX
$79.3M
-26,334
POR icon
748
Portland General Electric
POR
$5.59B
-189,728
PPC icon
749
Pilgrim's Pride
PPC
$9.83B
-36,382
PRA icon
750
ProAssurance
PRA
$1.24B
-9,163