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
$4.79B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$34.5M
3
+$27.8M
4
LMT icon
Lockheed Martin
LMT
+$13.9M
5
MET icon
MetLife
MET
+$10.8M

Top Sells

1
+$46.4M
2
+$26.8M
3
+$19.1M
4
META icon
Meta Platforms (Facebook)
META
+$19M
5
INTU icon
Intuit
INTU
+$13.6M

Sector Composition

1 Financials 18.63%
2 Healthcare 15.46%
3 Technology 14.82%
4 Consumer Discretionary 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18M 0.38%
209,183
-2,152
77
$17M 0.35%
148,284
+618
78
$16.3M 0.34%
46,117
+8,310
79
$15.2M 0.32%
514,829
+4,832
80
$15.2M 0.32%
353,318
+864
81
$15.2M 0.32%
392,802
-139,139
82
$14.8M 0.31%
245,198
-9,613
83
$14.3M 0.3%
122,210
+19,265
84
$14.2M 0.3%
109,465
+455
85
$14.1M 0.3%
102,862
+23,816
86
$13.7M 0.29%
519,744
+1,789
87
$13.4M 0.28%
87,845
-118
88
$13.2M 0.27%
290,860
-124,967
89
$13.1M 0.27%
68,610
+3,120
90
$13M 0.27%
76,668
+921
91
$12.4M 0.26%
170,544
+1,488
92
$12.1M 0.25%
118,575
+637
93
$11.6M 0.24%
231,567
+3,429
94
$11.2M 0.23%
98,069
+1,094
95
$10.7M 0.22%
28,858
+4,200
96
$10.7M 0.22%
1,521,080
+72,640
97
$10.5M 0.22%
149,854
-1,000
98
$10.5M 0.22%
317,182
+2,256
99
$10.5M 0.22%
80,711
+44,308
100
$10.5M 0.22%
98,439
+204
2 3
4
5 6