ZIM
Zacks Investment Management Portfolio holdings
AUM
$12.6B
1-Year Est. Return
26.15%
1 Year Est. Return
+26.15%
AUM
$11.7B
AUM Growth
+$979M
(+9.1%)
Holding
789
Top Buys
| 1 | +$63.4M | |
| 2 | +$51.4M | |
| 3 | +$34.2M | |
| 4 |
Amphenol
APH
|
+$32.6M |
| 5 |
Lam Research
LRCX
|
+$21.2M |
Top Sells
| 1 | +$31M | |
| 2 | +$30.1M | |
| 3 | +$29.5M | |
| 4 |
Microsoft
MSFT
|
+$24M |
| 5 |
Ford
F
|
+$22.2M |
Sector Composition
| 1 | Technology | 24.43% |
| 2 | Financials | 17.17% |
| 3 | Industrials | 11.1% |
| 4 | Healthcare | 10.4% |
| 5 | Communication Services | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Lamar Advertising Co
LAMR
$13.4B
| $42.8M | 0.37% |
352,694
+3,231
|
|
||
77
Marsh & McLennan
MMC
$90.1B
| $42.6M | 0.36% |
194,956
+847
|
|
||
|
78
Amphenol
APH
$170B
| $42.1M | 0.36% |
426,614
+329,872
|
|
||
79
Chevron
CVX
$303B
| $41.8M | 0.36% |
291,862
-832
|
|
||
80
L3Harris
LHX
$52B
| $41.1M | 0.35% |
164,006
+1,190
|
|
||
81
Applied Materials
AMAT
$214B
| $39.8M | 0.34% |
217,420
+87
|
|
||
82
Ameriprise Financial
AMP
$43.7B
| $39.7M | 0.34% |
74,454
+134
|
|
||
83
Costco
COST
$409B
| $39.4M | 0.34% |
39,769
+559
|
|
||
84
TJX Companies
TJX
$167B
| $38.8M | 0.33% |
314,110
+67,641
|
|
||
85
UnitedHealth
UNH
$308B
| $38.8M | 0.33% |
124,249
-99,374
|
|
||
86
Arista Networks
ANET
$161B
| $36.7M | 0.31% |
358,547
-86,004
|
|
||
87
Salesforce
CRM
$227B
| $36.7M | 0.31% |
134,482
+1,114
|
|
||
88
T-Mobile US
TMUS
$233B
| $35.8M | 0.31% |
150,257
-479
|
|
||
89
W.P. Carey
WPC
$14.6B
| $35.5M | 0.3% |
569,650
+7,253
|
|
||
90
Huntington Bancshares
HBAN
$26.8B
| $35.3M | 0.3% |
2,108,986
+23,864
|
|
||
91
SPDR S&P 500 ETF Trust
SPY
$700B
| $34.7M | 0.3% |
56,087
-4,272
|
|
||
92
RTX Corp
RTX
$226B
| $34.1M | 0.29% |
233,232
+1,239
|
|
||
93
Broadridge
BR
$26.9B
| $34M | 0.29% |
139,877
+1,483
|
|
||
94
Visa
V
$636B
| $33.9M | 0.29% |
95,383
+432
|
|
||
95
DuPont de Nemours
DD
$16.6B
| $33M | 0.28% |
481,404
+1,659
|
|
||
96
Royal Caribbean
RCL
$72.5B
| $32.9M | 0.28% |
105,184
-9,988
|
|
||
97
Moody's
MCO
$87.8B
| $32.5M | 0.28% |
64,798
+76
|
|
||
98
Intuit
INTU
$180B
| $32.5M | 0.28% |
41,236
+49
|
|
||
99
Danaher
DHR
$161B
| $32.1M | 0.28% |
162,701
+420
|
|
||
100
Cadence Design Systems
CDNS
$91.5B
| $32M | 0.27% |
103,796
+30
|
|