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
$4.79B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$34.5M
3
+$27.8M
4
LMT icon
Lockheed Martin
LMT
+$13.9M
5
MET icon
MetLife
MET
+$10.8M

Top Sells

1
+$46.4M
2
+$26.8M
3
+$19.1M
4
META icon
Meta Platforms (Facebook)
META
+$19M
5
INTU icon
Intuit
INTU
+$13.6M

Sector Composition

1 Financials 18.63%
2 Healthcare 15.46%
3 Technology 14.82%
4 Consumer Discretionary 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.81M 0.14%
236,010
+6,245
127
$6.51M 0.14%
67,368
-3,992
128
$6.44M 0.13%
380,407
-3,141
129
$6.4M 0.13%
+181,259
130
$6.37M 0.13%
42,436
-8,435
131
$6.21M 0.13%
353,778
+87,139
132
$6.17M 0.13%
425,156
+928
133
$6.08M 0.13%
99,372
+1,129
134
$6.05M 0.13%
83,634
-76,726
135
$6.04M 0.13%
231,572
+9,098
136
$5.99M 0.13%
49,126
+1,520
137
$5.97M 0.12%
100,100
+2,660
138
$5.95M 0.12%
134,834
+20,850
139
$5.89M 0.12%
121,846
+33,744
140
$5.74M 0.12%
+67,777
141
$5.74M 0.12%
24,435
+1,602
142
$5.74M 0.12%
+76,800
143
$5.71M 0.12%
80,417
+4,983
144
$5.65M 0.12%
20,592
+96
145
$5.65M 0.12%
53,041
-442
146
$5.6M 0.12%
17,650
+7,162
147
$5.6M 0.12%
188,167
-8,486
148
$5.59M 0.12%
104,838
-34,277
149
$5.37M 0.11%
+80,126
150
$5.31M 0.11%
269,285
+167,855
4 5
6
7 8