ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.55B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$32.8M
3
+$25.7M
4
RTX icon
RTX Corp
RTX
+$12M
5
ABBV icon
AbbVie
ABBV
+$11.6M

Top Sells

1
+$49.9M
2
+$19.8M
3
+$19.4M
4
HD icon
Home Depot
HD
+$16.1M
5
STLD icon
Steel Dynamics
STLD
+$15.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 15.06%
3 Financials 14.64%
4 Consumer Staples 10.68%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.7M 0.24%
96,159
-5,669
102
$10.6M 0.23%
107,725
-12,002
103
$10.5M 0.23%
38,214
+750
104
$10.4M 0.23%
99,979
-23
105
$10.4M 0.23%
176,212
+1,041
106
$10.3M 0.23%
126,088
-1,253
107
$10.3M 0.23%
72,004
+17,984
108
$9.88M 0.22%
55,508
-238
109
$9.31M 0.2%
108,112
-23,532
110
$9.27M 0.2%
42,723
-5,024
111
$8.96M 0.2%
63,897
+1,643
112
$8.88M 0.2%
102,901
-2,651
113
$8.43M 0.19%
28,462
-23,323
114
$8.29M 0.18%
124,528
-3,388
115
$8.24M 0.18%
242,166
-7,908
116
$8.11M 0.18%
70,731
+3,417
117
$8.1M 0.18%
102,955
+7,839
118
$7.91M 0.17%
40,927
+842
119
$7.79M 0.17%
+108,240
120
$7.44M 0.16%
29,569
-2,271
121
$7.4M 0.16%
401,437
-20,787
122
$7.29M 0.16%
116,678
+12,285
123
$7.1M 0.16%
+86,389
124
$7.06M 0.16%
26,386
-18,880
125
$6.95M 0.15%
38,555
-1,009
3 4
5
6 7