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
$4.94B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$30.1M
3
+$26.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.6M
5
PYPL icon
PayPal
PYPL
+$22.8M

Top Sells

1
+$29.8M
2
+$26.3M
3
+$22.9M
4
RTX icon
RTX Corp
RTX
+$12M
5
MU icon
Micron Technology
MU
+$10.5M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.8%
3 Financials 14.21%
4 Consumer Staples 11.54%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.47M 0.09%
71,856
+3,816
152
$4.42M 0.09%
37,601
+10,447
153
$4.38M 0.09%
42,544
+5,616
154
$4.36M 0.09%
29,461
-42,293
155
$4.28M 0.09%
128,777
+6,702
156
$4.24M 0.09%
+304,502
157
$4.18M 0.08%
11,580
+410
158
$4.16M 0.08%
42,855
+2,835
159
$3.95M 0.08%
+4,061
160
$3.93M 0.08%
47,347
+3,001
161
$3.89M 0.08%
12,529
+2,167
162
$3.73M 0.08%
23,335
-400
163
$3.63M 0.07%
+22,410
164
$3.61M 0.07%
+21,651
165
$3.6M 0.07%
17,180
+7,720
166
$3.6M 0.07%
1,909
-83
167
$3.47M 0.07%
104,690
+26,430
168
$3.47M 0.07%
40,525
-265
169
$3.43M 0.07%
+7,771
170
$3.43M 0.07%
27,085
+8,789
171
$3.43M 0.07%
13,579
+3,905
172
$3.42M 0.07%
92,946
+13,735
173
$3.26M 0.07%
56,131
-20,577
174
$3.26M 0.07%
21,306
+3,737
175
$3.21M 0.06%
16,543
+1,720
5 6
7
8 9