ZIM
Zacks Investment Management Portfolio holdings
AUM
$12.6B
1-Year Est. Return
26.15%
1 Year Est. Return
+26.15%
AUM
$12.6B
AUM Growth
+$864M
(+7.4%)
Holding
858
Top Buys
| 1 | +$99M | |
| 2 | +$66.4M | |
| 3 | +$37.7M | |
| 4 |
UnitedHealth
UNH
|
+$30M |
| 5 |
Apple
AAPL
|
+$21.3M |
Top Sells
| 1 | +$69.5M | |
| 2 | +$61.5M | |
| 3 | +$40.5M | |
| 4 |
Huntington Bancshares
HBAN
|
+$35.9M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
851
Xcel Energy
XEL
$46.4B
| – | – |
-3,216
|
|
||
852
State Street Health Care Select Sector SPDR ETF
XLV
$40.3B
| – | – |
-1,714
|
|
||
853
Zoetis
ZTS
$54B
| – | – |
-70,512
|
|
||
854
American Healthcare REIT
AHR
$8.96B
| – | – |
-7,877
|
|
||
855
Solventum
SOLV
$14.8B
| – | – |
-5,779
|
|
||
856
Lionsgate Studios
LION
$2.08B
| – | – |
-28,844
|
|
||
|
ONIT
857
Onity Group
ONIT
$359M
| – | – |
-105,471
|
|
||
|
TPC
858
Tutor Perini Cor
TPC
$3.57B
| – | – |
-15,825
|
|