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
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$13.3M
5
CTSH icon
Cognizant
CTSH
+$12M

Top Sells

1
+$18M
2
+$18M
3
+$16.1M
4
CSCO icon
Cisco
CSCO
+$12.6M
5
IBM icon
IBM
IBM
+$11.5M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-1,000,515
802
– –
-21,421
803
– –
-40,262
804
– –
-11,339
805
– –
-12,371
806
– –
-9,241
807
– –
-12,016
808
– –
-17,642
809
– –
-3,750
810
– –
-25,132
811
– –
-11,807
812
– –
-26,520
813
– –
-21,253
814
– –
-19,524
815
– –
-20,284
816
– –
-9,899
817
– –
-10,326
818
– –
-30,378
819
– –
-7,758
820
– –
-63,112
821
– –
-185,988
822
– –
-8,813
823
– –
-5,925
824
– –
-11,572
825
– –
-261,825
30 31 32
33
34