ZIM
Zacks Investment Management Portfolio holdings
AUM
$12.6B
1-Year Est. Return
26.15%
1 Year Est. Return
+26.15%
AUM
$11.7B
AUM Growth
+$979M
(+9.1%)
Holding
789
Top Buys
| 1 | +$63.4M | |
| 2 | +$51.4M | |
| 3 | +$34.2M | |
| 4 |
Amphenol
APH
|
+$32.6M |
| 5 |
Lam Research
LRCX
|
+$21.2M |
Top Sells
| 1 | +$31M | |
| 2 | +$30.1M | |
| 3 | +$29.5M | |
| 4 |
Microsoft
MSFT
|
+$24M |
| 5 |
Ford
F
|
+$22.2M |
Sector Composition
| 1 | Technology | 24.43% |
| 2 | Financials | 17.17% |
| 3 | Industrials | 11.1% |
| 4 | Healthcare | 10.4% |
| 5 | Communication Services | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Gaming and Leisure Properties
GLPI
$12.4B
| $22.4M | 0.19% |
480,412
+2,629
|
|
||
|
127
Lam Research
LRCX
$201B
| $22.2M | 0.19% |
228,497
+217,803
|
|
||
|
FISV
128
Fiserv Inc
FISV
$36B
| $21.6M | 0.18% |
125,206
-85
|
|
||
129
Labcorp
LH
$22B
| $21.4M | 0.18% |
81,369
+323
|
|
||
130
Itron
ITRI
$4.41B
| $21.2M | 0.18% |
160,810
-2,205
|
|
||
131
GE Aerospace
GE
$304B
| $20.5M | 0.18% |
79,547
+1,893
|
|
||
132
iShares Core MSCI EAFE ETF
IEFA
$161B
| $20.5M | 0.18% |
245,250
-11,624
|
|
||
133
Ferguson
FERG
$50.7B
| $20.4M | 0.17% |
+93,911
|
|
||
134
Pultegroup
PHM
$25.4B
| $20.2M | 0.17% |
191,098
-1,693
|
|
||
135
CrowdStrike
CRWD
$132B
| $19.2M | 0.16% |
37,612
+29,546
|
|
||
136
Twilio
TWLO
$19.4B
| $18.8M | 0.16% |
151,224
-13,306
|
|
||
137
Ubiquiti
UI
$34.1B
| $18.8M | 0.16% |
45,607
+594
|
|
||
138
Fabrinet
FN
$16B
| $18.6M | 0.16% |
63,191
-449
|
|
||
139
Cencora
COR
$65B
| $18.4M | 0.16% |
61,472
+25,042
|
|
||
140
Ovintiv
OVV
$10.7B
| $18.4M | 0.16% |
482,856
+930
|
|
||
141
United Parcel Service
UPS
$83.3B
| $18.3M | 0.16% |
180,815
+1,548
|
|
||
142
Leidos
LDOS
$24.1B
| $18.2M | 0.16% |
115,315
+82,095
|
|
||
143
Robinhood
HOOD
$120B
| $17.8M | 0.15% |
190,370
-3,097
|
|
||
144
Healthpeak Properties
DOC
$12B
| $17.8M | 0.15% |
1,016,867
-461,916
|
|
||
145
NextEra Energy
NEE
$177B
| $17.5M | 0.15% |
252,415
+398
|
|
||
146
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
| $16.9M | 0.14% |
154,104
+509
|
|
||
147
iShares Russell 1000 Value ETF
IWD
$68.2B
| $16.8M | 0.14% |
86,478
+21,219
|
|
||
148
Thermo Fisher Scientific
TMO
$218B
| $16.7M | 0.14% |
41,284
-151
|
|
||
149
Mid-America Apartment Communities
MAA
$15.7B
| $16.7M | 0.14% |
113,027
+319
|
|
||
150
Intuitive Surgical
ISRG
$202B
| $16.4M | 0.14% |
30,247
+30
|
|