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
$4.55B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$32.8M
3
+$25.7M
4
RTX icon
RTX Corp
RTX
+$12M
5
ABBV icon
AbbVie
ABBV
+$11.6M

Top Sells

1
+$49.9M
2
+$19.8M
3
+$19.4M
4
HD icon
Home Depot
HD
+$16.1M
5
STLD icon
Steel Dynamics
STLD
+$15.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 15.06%
3 Financials 14.64%
4 Consumer Staples 10.68%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.87M 0.15%
97,220
+2,440
127
$6.63M 0.15%
138,983
-9,896
128
$6.46M 0.14%
212,286
-11,048
129
$6.36M 0.14%
30,764
+405
130
$5.85M 0.13%
62,114
-2,440
131
$5.71M 0.13%
127,222
+102,271
132
$5.63M 0.12%
+258,689
133
$5.42M 0.12%
+321,641
134
$5.41M 0.12%
342,055
+8,550
135
$5.39M 0.12%
17,273
-3,306
136
$5.2M 0.11%
49,511
+11,005
137
$5.15M 0.11%
93,713
-17,932
138
$4.97M 0.11%
109,160
+36,170
139
$4.93M 0.11%
22,467
+8,795
140
$4.73M 0.1%
37,248
-54,494
141
$4.73M 0.1%
15,593
+5,378
142
$4.4M 0.1%
122,075
-4,539
143
$4.4M 0.1%
32,568
+6,981
144
$4.35M 0.1%
82,678
+56,027
145
$4.28M 0.09%
+18,842
146
$4.26M 0.09%
75,258
+52,566
147
$4.22M 0.09%
25,714
-1,385
148
$4.11M 0.09%
39,178
-6,863
149
$4M 0.09%
32,416
-5,762
150
$3.96M 0.09%
47,559
+43,237
4 5
6
7 8