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
$6.55B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$35.8M
3
+$25.3M
4
MCD icon
McDonald's
MCD
+$15.6M
5
RTX icon
RTX Corp
RTX
+$10.5M

Top Sells

1
+$60.7M
2
+$26.8M
3
+$12.5M
4
SBUX icon
Starbucks
SBUX
+$12M
5
LRCX icon
Lam Research
LRCX
+$11.6M

Sector Composition

1 Technology 16.69%
2 Financials 15.31%
3 Healthcare 14.68%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15.7M 0.24%
277,461
-95,399
102
$15.3M 0.23%
245,730
+10,914
103
$14.8M 0.23%
84,614
+4,367
104
$14.7M 0.22%
85,183
+4,669
105
$14.6M 0.22%
156,784
+8,012
106
$14.5M 0.22%
141,791
+5,223
107
$14.4M 0.22%
185,328
+9,995
108
$14.3M 0.22%
177,878
+8,783
109
$14.3M 0.22%
634,054
+31,140
110
$13.9M 0.21%
124,229
+2,815
111
$13.8M 0.21%
58,000
+2,745
112
$13.6M 0.21%
70,579
+2,980
113
$13.3M 0.2%
86,327
+4,027
114
$13M 0.2%
82,609
+186
115
$13M 0.2%
120,240
+6,120
116
$12.8M 0.19%
46,961
+2,481
117
$12.6M 0.19%
132,343
+6,354
118
$12.6M 0.19%
44,625
-1,657
119
$12.3M 0.19%
62,719
+1,887
120
$12.3M 0.19%
174,351
+7,734
121
$12.1M 0.19%
31,452
-9,894
122
$11.4M 0.17%
120,560
+6,167
123
$11M 0.17%
36,671
-14,975
124
$10.9M 0.17%
400,600
+20,935
125
$10.7M 0.16%
33,911
+26
3 4
5
6 7