ZIM
Zacks Investment Management Portfolio holdings
AUM
$11.7B
1-Year Est. Return
25.6%
1 Year Est. Return
+25.6%
AUM
$10.7B
AUM Growth
-$91.5M
(-0.85%)
Holding
779
Top Buys
| 1 | +$55.6M | |
| 2 | +$47M | |
| 3 | +$21.7M | |
| 4 |
Ovintiv
OVV
|
+$20.6M |
| 5 |
Okta
OKTA
|
+$20.5M |
Top Sells
| 1 | +$66.6M | |
| 2 | +$46.6M | |
| 3 | +$33M | |
| 4 |
ServiceNow
NOW
|
+$26M |
| 5 |
Applied Materials
AMAT
|
+$24.8M |
Sector Composition
| 1 | Technology | 20.99% |
| 2 | Financials | 17.45% |
| 3 | Healthcare | 12.16% |
| 4 | Industrials | 10.24% |
| 5 | Consumer Staples | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Dow Inc
DOW
$15.5B
| $39.4M | 0.37% |
1,127,425
+112,950
|
|
||
77
Palantir
PLTR
$423B
| $39.1M | 0.37% |
463,195
+79,521
|
|
||
78
Costco
COST
$410B
| $37.1M | 0.35% |
39,210
+577
|
|
||
79
Fidelity National Financial
FNF
$15B
| $36.2M | 0.34% |
556,851
+10,142
|
|
||
80
Citigroup
C
$172B
| $36.1M | 0.34% |
508,399
+7,311
|
|
||
81
Eastman Chemical
EMN
$6.91B
| $36M | 0.34% |
409,143
+10,519
|
|
||
82
Ameriprise Financial
AMP
$44.1B
| $36M | 0.34% |
74,320
+2,081
|
|
||
83
Oracle
ORCL
$892B
| $36M | 0.34% |
257,186
-333,622
|
|
||
84
DuPont de Nemours
DD
$32.7B
| $35.8M | 0.33% |
479,745
+26,110
|
|
||
85
Salesforce
CRM
$234B
| $35.8M | 0.33% |
133,368
+46,531
|
|
||
86
W.P. Carey
WPC
$14.9B
| $35.5M | 0.33% |
562,397
+47,499
|
|
||
87
Arista Networks
ANET
$184B
| $34.4M | 0.32% |
444,551
+5,207
|
|
||
88
L3Harris
LHX
$53.2B
| $34.1M | 0.32% |
162,816
-5,412
|
|
||
89
Accenture
ACN
$145B
| $33.9M | 0.32% |
108,607
+6,519
|
|
||
90
SPDR S&P 500 ETF Trust
SPY
$656B
| $33.8M | 0.32% |
60,359
-5,956
|
|
||
91
Broadridge
BR
$26.4B
| $33.6M | 0.31% |
138,394
+4,589
|
|
||
92
Visa
V
$651B
| $33.3M | 0.31% |
94,951
+42,131
|
|
||
93
Danaher
DHR
$151B
| $33.3M | 0.31% |
162,281
-52,384
|
|
||
|
94
Applied Materials
AMAT
$181B
| $31.5M | 0.29% |
217,333
-170,941
|
|
||
95
Huntington Bancshares
HBAN
$22.4B
| $31.3M | 0.29% |
2,085,122
+20,180
|
|
||
96
RTX Corp
RTX
$210B
| $30.7M | 0.29% |
231,993
+10,240
|
|
||
97
Crown Castle
CCI
$42.7B
| $30.4M | 0.28% |
291,886
+16,396
|
|
||
98
Moody's
MCO
$84B
| $30.1M | 0.28% |
64,722
+1,695
|
|
||
99
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
| $30M | 0.28% |
363,177
+17,407
|
|
||
100
TJX Companies
TJX
$159B
| $30M | 0.28% |
246,469
+7,109
|
|