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
$6.55B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$35.8M
3
+$25.3M
4
MCD icon
McDonald's
MCD
+$15.6M
5
RTX icon
RTX Corp
RTX
+$10.5M

Top Sells

1
+$60.7M
2
+$26.8M
3
+$12.5M
4
SBUX icon
Starbucks
SBUX
+$12M
5
LRCX icon
Lam Research
LRCX
+$11.6M

Sector Composition

1 Technology 16.69%
2 Financials 15.31%
3 Healthcare 14.68%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$22.6M 0.34%
409,637
+3,723
77
$22.3M 0.34%
1,852,847
+100,330
78
$22.1M 0.34%
46,029
+667
79
$21.9M 0.33%
97,563
+3,427
80
$21.6M 0.33%
88,639
+20,107
81
$21.3M 0.33%
65,357
+14,513
82
$20.9M 0.32%
159,960
+6,919
83
$20.5M 0.31%
148,053
+9,718
84
$20.4M 0.31%
442,651
+22,608
85
$20M 0.3%
181,599
-16,450
86
$19.6M 0.3%
51,869
-7,610
87
$19.5M 0.3%
254,901
+20,315
88
$19.3M 0.29%
168,284
-30,939
89
$18.2M 0.28%
511,937
-66,179
90
$18.1M 0.28%
89,794
+2,636
91
$17.9M 0.27%
211,222
+61,349
92
$17.8M 0.27%
195,412
+7,714
93
$17.5M 0.27%
106,273
+4,008
94
$17M 0.26%
60,824
+16,271
95
$16.9M 0.26%
31,171
+1,511
96
$16.9M 0.26%
97,111
+4,019
97
$16.9M 0.26%
74,341
+3,909
98
$16.6M 0.25%
254,203
+13,047
99
$16.4M 0.25%
128,159
-12,745
100
$16.1M 0.25%
119,758
+5,709
2 3
4
5 6