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
$4.55B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$32.8M
3
+$25.7M
4
RTX icon
RTX Corp
RTX
+$12M
5
ABBV icon
AbbVie
ABBV
+$11.6M

Top Sells

1
+$49.9M
2
+$19.8M
3
+$19.4M
4
HD icon
Home Depot
HD
+$16.1M
5
STLD icon
Steel Dynamics
STLD
+$15.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 15.06%
3 Financials 14.64%
4 Consumer Staples 10.68%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.85M 0.08%
23,735
+257
152
$3.84M 0.08%
37,200
+669
153
$3.72M 0.08%
68,040
+48,921
154
$3.68M 0.08%
11,170
+411
155
$3.63M 0.08%
36,470
+20,188
156
$3.62M 0.08%
86,587
+1,509
157
$3.6M 0.08%
36,928
-36,918
158
$3.54M 0.08%
63,849
+2,336
159
$3.54M 0.08%
1,992
-232
160
$3.46M 0.08%
99,962
+15,685
161
$3.45M 0.08%
44,346
+31,529
162
$3.28M 0.07%
35,850
-6
163
$3.24M 0.07%
+40,020
164
$3.23M 0.07%
40,790
+1,197
165
$3.22M 0.07%
10,362
-1,318
166
$3.21M 0.07%
76,708
-17,811
167
$3.2M 0.07%
+69,750
168
$3.05M 0.07%
+13,616
169
$2.88M 0.06%
14,823
-2,843
170
$2.85M 0.06%
77,493
+810
171
$2.84M 0.06%
75,088
-2,000
172
$2.79M 0.06%
30,469
+18,556
173
$2.73M 0.06%
101,988
+5,454
174
$2.68M 0.06%
+35,640
175
$2.66M 0.06%
50,778
-4,980
5 6
7
8 9