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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$21.1M
3
+$19.9M
4
MPC icon
Marathon Petroleum
MPC
+$15.4M
5
T icon
AT&T
T
+$12.8M

Top Sells

1
+$38.6M
2
+$36.4M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.16M 0.26%
173,530
+1,880
102
$8.07M 0.26%
116,432
+5,363
103
$7.95M 0.25%
154,902
+3,676
104
$7.91M 0.25%
96,164
-2,056
105
$7.57M 0.24%
163,298
+12,776
106
$7.56M 0.24%
261,369
-102,605
107
$7.55M 0.24%
284,358
+4,881
108
$7.55M 0.24%
98,672
-1,766
109
$7.45M 0.24%
47,444
-670
110
$7.42M 0.24%
123,875
+2,295
111
$7.36M 0.23%
137,777
+3,690
112
$7.35M 0.23%
247,640
+780
113
$7.34M 0.23%
+164,271
114
$7.27M 0.23%
68,080
-12,216
115
$7.06M 0.22%
89,057
+3,667
116
$6.96M 0.22%
222,109
+52,988
117
$6.84M 0.22%
53,852
+33,003
118
$6.75M 0.21%
153,106
+17,671
119
$6.68M 0.21%
53,600
+1,431
120
$6.68M 0.21%
450,085
+26,287
121
$6.67M 0.21%
+41,816
122
$6.37M 0.2%
118,396
+39
123
$6.35M 0.2%
61,036
+10,173
124
$6.33M 0.2%
265,307
-40,990
125
$6.18M 0.2%
190,276
-39,035
3 4
5
6 7