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
76
$12.3M 0.49%
129,918
-6,568
77
$12.1M 0.48%
259,869
+17,114
78
$12.1M 0.48%
158,468
+11,270
79
$12M 0.47%
123,274
-10,744
80
$12M 0.47%
+236,728
81
$11.9M 0.47%
507,830
+32,694
82
$11.8M 0.47%
70,199
+26,814
83
$11.7M 0.46%
281,600
+18,678
84
$11.4M 0.45%
153,720
+6,160
85
$11.2M 0.44%
123,845
-8,150
86
$11.2M 0.44%
215,440
-18,156
87
$11.2M 0.44%
95,706
-7,758
88
$11.1M 0.44%
170,211
-14,112
89
$11M 0.43%
437,354
-318,065
90
$10.8M 0.43%
153,697
-4,589
91
$10.7M 0.42%
526,394
+36,124
92
$10.4M 0.41%
397,545
-30,126
93
$10.4M 0.41%
125,688
-9,302
94
$10.4M 0.41%
383,988
-8,154
95
$10.3M 0.41%
133,257
+9,277
96
$10.1M 0.4%
172,045
-9,264
97
$10M 0.4%
87,885
-18,599
98
$9.96M 0.39%
139,071
+5,535
99
$9.9M 0.39%
+177,924
100
$9.79M 0.39%
248,815
-20,464
2 3
4
5 6