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
$4.79B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$34.5M
3
+$27.8M
4
LMT icon
Lockheed Martin
LMT
+$13.9M
5
MET icon
MetLife
MET
+$10.8M

Top Sells

1
+$46.4M
2
+$26.8M
3
+$19.1M
4
META icon
Meta Platforms (Facebook)
META
+$19M
5
INTU icon
Intuit
INTU
+$13.6M

Sector Composition

1 Financials 18.63%
2 Healthcare 15.46%
3 Technology 14.82%
4 Consumer Discretionary 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.2M 0.11%
+29,243
152
$5.13M 0.11%
201,194
+6,824
153
$5.12M 0.11%
110,580
-17,886
154
$5.09M 0.11%
62,957
+644
155
$4.96M 0.1%
42,023
+464
156
$4.91M 0.1%
+237,691
157
$4.82M 0.1%
85,462
+24,028
158
$4.74M 0.1%
86,794
+54,157
159
$4.74M 0.1%
262,309
+167,176
160
$4.7M 0.1%
131,998
+1,531
161
$4.69M 0.1%
83,300
-601
162
$4.63M 0.1%
77,308
-6,339
163
$4.57M 0.1%
+105,181
164
$4.55M 0.1%
205,827
-7,388
165
$4.47M 0.09%
30,040
+13,668
166
$4.4M 0.09%
140,034
-7,304
167
$4.38M 0.09%
460,169
+138,399
168
$4.36M 0.09%
127,742
-5,986
169
$4.29M 0.09%
34,836
-4,427
170
$4.25M 0.09%
39,416
+364
171
$4.24M 0.09%
+108,695
172
$4.2M 0.09%
55,931
+313
173
$4.2M 0.09%
101,243
+40,271
174
$4.15M 0.09%
+311,713
175
$4.12M 0.09%
38,175
+329
5 6
7
8 9