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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$21.1M
3
+$19.9M
4
MPC icon
Marathon Petroleum
MPC
+$15.4M
5
T icon
AT&T
T
+$12.8M

Top Sells

1
+$38.6M
2
+$36.4M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.2M 0.39%
198,494
-5,187
77
$12.2M 0.39%
+504,386
78
$11.9M 0.38%
183,861
+864
79
$11.9M 0.38%
158,041
+52,358
80
$11.7M 0.37%
112,549
+11,328
81
$11.6M 0.37%
126,762
+6,502
82
$10.8M 0.34%
1,312,340
+11,230
83
$10.8M 0.34%
290,280
-1,840
84
$10.6M 0.34%
115,456
+2,868
85
$10.4M 0.33%
89,366
+173
86
$10.2M 0.32%
376,177
+1,790
87
$10.1M 0.32%
+188,469
88
$9.75M 0.31%
204,659
+1,382
89
$9.74M 0.31%
364,647
+9,335
90
$9.53M 0.3%
199,385
+1,290
91
$9.23M 0.29%
241,826
-38,694
92
$8.96M 0.28%
1,463,110
-422,700
93
$8.68M 0.28%
+485,407
94
$8.6M 0.27%
+70,092
95
$8.59M 0.27%
340,467
-53,140
96
$8.55M 0.27%
54,390
-17,152
97
$8.33M 0.26%
71,007
-28,761
98
$8.33M 0.26%
74,711
+536
99
$8.24M 0.26%
152,567
-566
100
$8.16M 0.26%
127,974
+115,105
2 3
4
5 6