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
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$13.3M
5
CTSH icon
Cognizant
CTSH
+$12M

Top Sells

1
+$18M
2
+$18M
3
+$16.1M
4
CSCO icon
Cisco
CSCO
+$12.6M
5
IBM icon
IBM
IBM
+$11.5M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.78M 0.39%
120,829
-14,612
102
$9.65M 0.38%
1,772,390
-95,320
103
$9.34M 0.37%
525,408
+305,191
104
$9.31M 0.37%
96,394
+11,561
105
$9.3M 0.37%
333,518
+20,761
106
$8.99M 0.35%
194,047
-11,407
107
$8.97M 0.35%
96,565
-7,000
108
$8.47M 0.33%
158,659
+6,861
109
$8.47M 0.33%
155,290
-7,764
110
$8.45M 0.33%
325,468
-35,858
111
$8.43M 0.33%
112,271
-10,589
112
$8.05M 0.32%
58,265
-6,969
113
$7.89M 0.31%
274,649
-109,422
114
$7.79M 0.31%
423,950
-50,541
115
$7.72M 0.3%
112,369
-9,137
116
$7.68M 0.3%
226,792
+13,365
117
$7.66M 0.3%
430,434
+27,675
118
$7.6M 0.3%
267,009
+9,889
119
$7.35M 0.29%
231,285
+6,669
120
$7.32M 0.29%
227,580
-18,952
121
$7.32M 0.29%
469,964
+277,563
122
$7.04M 0.28%
93,759
-34,250
123
$7.03M 0.28%
68,694
-5,702
124
$6.82M 0.27%
166,611
-12,604
125
$6.75M 0.27%
67,380
-48,466
3 4
5
6 7