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
126
$10.4M 0.16%
121,489
+1,385
127
$9.99M 0.15%
295,973
+9,865
128
$9.74M 0.15%
48,974
+2,728
129
$9.66M 0.15%
134,861
+6,826
130
$9.5M 0.14%
227,087
+12,903
131
$9.41M 0.14%
378,529
+21,438
132
$9.41M 0.14%
237,338
-37,658
133
$8.83M 0.13%
110,175
+29,349
134
$8.52M 0.13%
223,339
+8,733
135
$8.28M 0.13%
80,408
+2,719
136
$8.25M 0.13%
29,291
+376
137
$8.04M 0.12%
288,146
-25,058
138
$7.85M 0.12%
102,958
-9,501
139
$7.39M 0.11%
+30,969
140
$7.28M 0.11%
30,433
+1,703
141
$7M 0.11%
64,409
-113
142
$6.73M 0.1%
114,229
+26,154
143
$6.69M 0.1%
94,727
+4,960
144
$6.51M 0.1%
138,676
+36,118
145
$6.49M 0.1%
290,554
+69,960
146
$6.17M 0.09%
30,964
+1,466
147
$6.11M 0.09%
69,437
+18,131
148
$6.07M 0.09%
36,011
+544
149
$6.05M 0.09%
63,821
+3,293
150
$6.02M 0.09%
45,273
-1,178
4 5
6
7 8