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
$4.94B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$30.1M
3
+$26.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.6M
5
PYPL icon
PayPal
PYPL
+$22.8M

Top Sells

1
+$29.8M
2
+$26.3M
3
+$22.9M
4
RTX icon
RTX Corp
RTX
+$12M
5
MU icon
Micron Technology
MU
+$10.5M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.8%
3 Financials 14.21%
4 Consumer Staples 11.54%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.9M 0.26%
103,698
+7,539
102
$12.6M 0.26%
147,133
-9,236
103
$12.1M 0.25%
106,077
+6,098
104
$12.1M 0.24%
156,383
+10,005
105
$12M 0.24%
324,985
+17,027
106
$11.9M 0.24%
148,616
-39,020
107
$11.7M 0.24%
40,329
+2,115
108
$11.6M 0.24%
108,331
+5,430
109
$11M 0.22%
131,888
+7,360
110
$10.1M 0.2%
37,164
-7,711
111
$9.99M 0.2%
54,577
-931
112
$9.81M 0.2%
68,571
-39,669
113
$9.68M 0.2%
162,892
-26,275
114
$9.54M 0.19%
44,755
+2,032
115
$9.54M 0.19%
58,680
+9,169
116
$9.05M 0.18%
96,905
-29,183
117
$8.64M 0.18%
107,416
-696
118
$8.41M 0.17%
40,364
+1,809
119
$8.28M 0.17%
41,400
+473
120
$8.19M 0.17%
70,655
-76
121
$7.99M 0.16%
+99,313
122
$7.89M 0.16%
86,056
-333
123
$7.64M 0.15%
101,968
-987
124
$7.59M 0.15%
45,762
+13,194
125
$7.11M 0.14%
115,992
-686
3 4
5
6 7