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
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$13.3M
5
CTSH icon
Cognizant
CTSH
+$12M

Top Sells

1
+$18M
2
+$18M
3
+$16.1M
4
CSCO icon
Cisco
CSCO
+$12.6M
5
IBM icon
IBM
IBM
+$11.5M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.62M 0.26%
81,589
-6,329
127
$6.59M 0.26%
199,805
+5,757
128
$6.56M 0.26%
440,116
-35,896
129
$6.25M 0.25%
57,098
-6,727
130
$5.87M 0.23%
245,272
-59,060
131
$5.83M 0.23%
65,242
-3,854
132
$5.41M 0.21%
234,364
+18,066
133
$5.01M 0.2%
+90,592
134
$4.96M 0.2%
278,602
-1,009,863
135
$4.85M 0.19%
58,942
+31,384
136
$4.84M 0.19%
180,234
-22,220
137
$4.81M 0.19%
+77,634
138
$4.67M 0.18%
42,926
-2,882
139
$4.47M 0.18%
+49,624
140
$4.45M 0.18%
+29,013
141
$4.44M 0.18%
82,835
-12,591
142
$4.39M 0.17%
+339,569
143
$4.35M 0.17%
136,530
-18,560
144
$4.28M 0.17%
47,136
-9,505
145
$4.26M 0.17%
86,783
-33,356
146
$3.83M 0.15%
49,091
+1,683
147
$3.82M 0.15%
132,312
+5,201
148
$3.79M 0.15%
+83,552
149
$3.79M 0.15%
146,121
+4,645
150
$3.72M 0.15%
103,834
+3,534
4 5
6
7 8