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
$4.79B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$34.5M
3
+$27.8M
4
LMT icon
Lockheed Martin
LMT
+$13.9M
5
MET icon
MetLife
MET
+$10.8M

Top Sells

1
+$46.4M
2
+$26.8M
3
+$19.1M
4
META icon
Meta Platforms (Facebook)
META
+$19M
5
INTU icon
Intuit
INTU
+$13.6M

Sector Composition

1 Financials 18.63%
2 Healthcare 15.46%
3 Technology 14.82%
4 Consumer Discretionary 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.4M 0.22%
38,560
+4,701
102
$10.4M 0.22%
182,482
-59,537
103
$10.3M 0.21%
153,503
+46,777
104
$10.2M 0.21%
61,892
-115,762
105
$10.1M 0.21%
28,254
-169
106
$9.76M 0.2%
123,034
+3,695
107
$9.76M 0.2%
78,086
+3,443
108
$9.51M 0.2%
107,857
+1,691
109
$9.49M 0.2%
303,759
+51,647
110
$8.83M 0.18%
319,300
+276,247
111
$8.41M 0.18%
56,346
+621
112
$8.34M 0.17%
143,685
-53,241
113
$8.23M 0.17%
76,700
+72,920
114
$8.22M 0.17%
85,326
+1,529
115
$7.92M 0.17%
35,599
+209
116
$7.71M 0.16%
21,584
+15,843
117
$7.61M 0.16%
77,133
+72,568
118
$7.47M 0.16%
163,563
+2,772
119
$7.32M 0.15%
74,768
+2,653
120
$7.16M 0.15%
121,477
+738
121
$7.08M 0.15%
52,366
+333
122
$6.94M 0.14%
70,293
+45,782
123
$6.92M 0.14%
+298,738
124
$6.92M 0.14%
103,332
-56,681
125
$6.85M 0.14%
58,110
-3,348
3 4
5
6 7