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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$21.1M
3
+$19.9M
4
MPC icon
Marathon Petroleum
MPC
+$15.4M
5
T icon
AT&T
T
+$12.8M

Top Sells

1
+$38.6M
2
+$36.4M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.93M 0.19%
230,472
+33,705
127
$5.92M 0.19%
120,419
+10,928
128
$5.89M 0.19%
243,769
+40,867
129
$5.74M 0.18%
104,408
-51,411
130
$5.71M 0.18%
88,576
+3,915
131
$5.59M 0.18%
141,921
+1,013
132
$5.55M 0.18%
43,024
+14,352
133
$5.46M 0.17%
177,534
+6,086
134
$5.45M 0.17%
40,743
+1,694
135
$5.41M 0.17%
57,204
+7,669
136
$5.21M 0.17%
88,484
+18,410
137
$4.95M 0.16%
209,895
+1,395
138
$4.76M 0.15%
11,555
+541
139
$4.73M 0.15%
74,194
+70,757
140
$4.63M 0.15%
52,010
+877
141
$4.47M 0.14%
+35,545
142
$4.33M 0.14%
51,956
+12,146
143
$4.31M 0.14%
+26,480
144
$4.3M 0.14%
+117,037
145
$4.26M 0.14%
61,012
+15,747
146
$4.19M 0.13%
66,529
+1,351
147
$4.1M 0.13%
55,180
+16,481
148
$3.77M 0.12%
103,641
+655
149
$3.76M 0.12%
126,604
+14,634
150
$3.75M 0.12%
36,777
+1,948
4 5
6
7 8