ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.94B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$30.1M
3
+$26.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.6M
5
PYPL icon
PayPal
PYPL
+$22.8M

Top Sells

1
+$29.8M
2
+$26.3M
3
+$22.9M
4
RTX icon
RTX Corp
RTX
+$12M
5
MU icon
Micron Technology
MU
+$10.5M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.8%
3 Financials 14.21%
4 Consumer Staples 11.54%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.7M 0.36%
411,180
+17,455
77
$17.6M 0.36%
35,972
-9,388
78
$17.3M 0.35%
148,502
+6,646
79
$17.2M 0.35%
161,694
+3,902
80
$17.1M 0.35%
72,187
-1,571
81
$16.7M 0.34%
133,168
+25,443
82
$16.6M 0.34%
359,127
+116,961
83
$16.5M 0.33%
86,264
+5,312
84
$16.3M 0.33%
64,616
+719
85
$15.9M 0.32%
+63,301
86
$15.8M 0.32%
1,726,057
+61,469
87
$15.6M 0.32%
101,186
-4,741
88
$15.2M 0.31%
185,433
+102,755
89
$15.1M 0.31%
105,445
+68,197
90
$15M 0.3%
102,935
-744
91
$14.6M 0.3%
44,897
+16,435
92
$14.6M 0.3%
43,624
+3,157
93
$14.6M 0.3%
127,302
+8,478
94
$14.2M 0.29%
98,742
+3,982
95
$13.9M 0.28%
84,442
+4,531
96
$13.5M 0.27%
228,201
+28,121
97
$13.5M 0.27%
39,993
+565
98
$13.2M 0.27%
470,418
-11,217
99
$13M 0.26%
129,643
-55,239
100
$13M 0.26%
80,096
+8,092
2 3
4
5 6