ZIM
Zacks Investment Management Portfolio holdings
AUM
$12.6B
1-Year Est. Return
26.15%
1 Year Est. Return
+26.15%
AUM
$12.6B
AUM Growth
+$864M
(+7.4%)
Holding
858
Top Buys
| 1 | +$99M | |
| 2 | +$66.4M | |
| 3 | +$37.7M | |
| 4 |
UnitedHealth
UNH
|
+$30M |
| 5 |
Apple
AAPL
|
+$21.3M |
Top Sells
| 1 | +$69.5M | |
| 2 | +$61.5M | |
| 3 | +$40.5M | |
| 4 |
Huntington Bancshares
HBAN
|
+$35.9M |
| 5 |
Southern Company
SO
|
+$24.1M |
Sector Composition
| 1 | Technology | 24.76% |
| 2 | Financials | 17.1% |
| 3 | Industrials | 11.62% |
| 4 | Healthcare | 10.15% |
| 5 | Communication Services | 9.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Danaher
DHR
$161B
| $32.1M | 0.26% |
161,911
-790
|
|
||
102
Corning
GLW
$71.6B
| $31.7M | 0.25% |
386,230
+98,778
|
|
||
103
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
| $31M | 0.25% |
373,119
+6,892
|
|
||
104
Lam Research
LRCX
$201B
| $30.8M | 0.25% |
229,727
+1,230
|
|
||
105
Truist Financial
TFC
$60.7B
| $30.6M | 0.24% |
669,771
+45,515
|
|
||
106
Robinhood
HOOD
$120B
| $30.6M | 0.24% |
213,610
+23,240
|
|
||
107
Hershey
HSY
$36.6B
| $29M | 0.23% |
155,155
+4,865
|
|
||
108
Casey's General Stores
CASY
$20.6B
| $29M | 0.23% |
51,293
+1,462
|
|
||
109
Intuit
INTU
$180B
| $28.9M | 0.23% |
42,250
+1,014
|
|
||
110
Marriott International
MAR
$82.3B
| $28.6M | 0.23% |
109,646
+5,929
|
|
||
111
Crown Castle
CCI
$38.5B
| $28.4M | 0.23% |
294,239
-56
|
|
||
112
Advanced Micro Devices
AMD
$354B
| $28.1M | 0.22% |
173,968
+83,001
|
|
||
113
SPDR S&P 500 ETF Trust
SPY
$700B
| $27.3M | 0.22% |
41,040
-15,047
|
|
||
114
Mastercard
MA
$497B
| $26.6M | 0.21% |
46,695
+1,102
|
|
||
115
Stryker
SYK
$140B
| $26.5M | 0.21% |
71,679
+3,039
|
|
||
116
Palo Alto Networks
PANW
$135B
| $26.4M | 0.21% |
129,588
+8,404
|
|
||
117
Amgen
AMGN
$186B
| $26.3M | 0.21% |
93,231
-19
|
|
||
118
Pultegroup
PHM
$25.4B
| $26M | 0.21% |
197,045
+5,947
|
|
||
119
W.R. Berkley
WRB
$27.2B
| $26M | 0.21% |
338,745
+19,038
|
|
||
120
Zscaler
ZS
$38.9B
| $25.4M | 0.2% |
84,656
-9,438
|
|
||
121
Leidos
LDOS
$24.1B
| $24.6M | 0.2% |
129,999
+14,684
|
|
||
122
GE Aerospace
GE
$304B
| $24.4M | 0.19% |
81,014
+1,467
|
|
||
123
Boston Scientific
BSX
$146B
| $24.2M | 0.19% |
247,746
+795
|
|
||
124
Labcorp
LH
$22B
| $24M | 0.19% |
83,687
+2,318
|
|
||
125
Texas Instruments
TXN
$166B
| $23.8M | 0.19% |
129,589
+6,467
|
|