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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$21.1M
3
+$19.9M
4
MPC icon
Marathon Petroleum
MPC
+$15.4M
5
T icon
AT&T
T
+$12.8M

Top Sells

1
+$38.6M
2
+$36.4M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.58M 0.11%
86,180
-470
152
$3.56M 0.11%
25,943
+138
153
$3.54M 0.11%
22,455
-478
154
$3.44M 0.11%
83,299
+22,097
155
$3.41M 0.11%
32,761
+991
156
$3.35M 0.11%
302,345
+18,911
157
$3.1M 0.1%
299,560
+13,595
158
$3.08M 0.1%
79,693
+865
159
$3M 0.1%
52,726
+2,150
160
$2.98M 0.09%
120,155
+26,781
161
$2.87M 0.09%
116,666
+22,675
162
$2.86M 0.09%
103,301
+29,078
163
$2.79M 0.09%
+78,307
164
$2.75M 0.09%
150,168
+83,580
165
$2.75M 0.09%
91,169
+1,744
166
$2.73M 0.09%
+41,834
167
$2.72M 0.09%
112,896
+47,892
168
$2.72M 0.09%
110,340
+8,646
169
$2.71M 0.09%
19,116
+230
170
$2.7M 0.09%
23,489
+4,174
171
$2.65M 0.08%
+51,040
172
$2.61M 0.08%
88,520
+23,205
173
$2.59M 0.08%
43,172
-5,054
174
$2.56M 0.08%
27,405
+8,921
175
$2.49M 0.08%
61,540
+45,190
5 6
7
8 9