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
$774M
$88.2K ﹤0.01%
10,400
EHAB icon
727
Enhabit
EHAB
$473M
$86.6K ﹤0.01%
10,809
-1
CONY icon
728
YieldMax COIN Option Income Strategy ETF
CONY
$9.09B
$77.9K ﹤0.01%
+11,328
BBAI icon
729
BigBear.ai
BBAI
$2.66B
$75.9K ﹤0.01%
+11,643
JELD icon
730
JELD-WEN Holding
JELD
$229M
$63.8K ﹤0.01%
+12,999
LYG icon
731
Lloyds Banking Group
LYG
$75.6B
$55.5K ﹤0.01%
12,223
+1,880
SFIX icon
732
Stitch Fix
SFIX
$612M
$54.3K ﹤0.01%
12,472
-10,247
INO icon
733
Inovio Pharmaceuticals
INO
$139M
$45.5K ﹤0.01%
+19,455
CCO icon
734
Clear Channel Outdoor Holdings
CCO
$990M
$35.8K ﹤0.01%
+22,635
SKIN icon
735
The Beauty Health Co
SKIN
$203M
$34.9K ﹤0.01%
+17,516
MBOT icon
736
Microbot Medical
MBOT
$167M
$32.6K ﹤0.01%
+10,683
CCCC icon
737
C4 Therapeutics
CCCC
$272M
$29K ﹤0.01%
+13,043
PACB icon
738
Pacific Biosciences
PACB
$734M
$24.5K ﹤0.01%
+19,170
DOCS icon
739
Doximity
DOCS
$9.7B
-38,863
GAP
740
The Gap Inc
GAP
$9.99B
-27,164
PRMB
741
Primo Brands
PRMB
$6.12B
-8,146
ACHR icon
742
Archer Aviation
ACHR
$6.13B
-93,612
ADMA icon
743
ADMA Biologics
ADMA
$4.69B
-205,578
AES icon
744
AES
AES
$9.76B
-16,960
AG icon
745
First Majestic Silver
AG
$7.69B
-11,692
AGO icon
746
Assured Guaranty
AGO
$4.1B
-40,804
ALSN icon
747
Allison Transmission
ALSN
$7.53B
-9,777
ALX
748
Alexander's
ALX
$1.1B
-19,011
AR icon
749
Antero Resources
AR
$11.2B
-35,137
ASC icon
750
Ardmore Shipping
ASC
$499M
-109,010