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
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$13.3M
5
CTSH icon
Cognizant
CTSH
+$12M

Top Sells

1
+$18M
2
+$18M
3
+$16.1M
4
CSCO icon
Cisco
CSCO
+$12.6M
5
IBM icon
IBM
IBM
+$11.5M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.67M 0.14%
86,580
-7,199
152
$3.52M 0.14%
33,555
-2,885
153
$3.15M 0.12%
+74,552
154
$3.14M 0.12%
76,710
+23,404
155
$3.08M 0.12%
126,410
+3,425
156
$3.02M 0.12%
44,378
+1,065
157
$3.02M 0.12%
69,657
-9,889
158
$3.01M 0.12%
16,789
-64,029
159
$2.97M 0.12%
42,204
+2,103
160
$2.93M 0.12%
100,369
+3,446
161
$2.81M 0.11%
100,748
-5,300
162
$2.72M 0.11%
42,071
+1,481
163
$2.62M 0.1%
+29,742
164
$2.61M 0.1%
31,389
-797
165
$2.56M 0.1%
30,151
+1,863
166
$2.56M 0.1%
66,917
+4,472
167
$2.49M 0.1%
55,549
+1,690
168
$2.45M 0.1%
29,330
+90
169
$2.35M 0.09%
34,070
+213
170
$2.26M 0.09%
68,206
-2,566
171
$2.23M 0.09%
34,632
+384
172
$2.16M 0.09%
43,676
+29,246
173
$2.05M 0.08%
17,291
+11,679
174
$2.01M 0.08%
21,866
+6,939
175
$1.95M 0.08%
30,872
+1,120
5 6
7
8 9