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
$6.55B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$35.8M
3
+$25.3M
4
MCD icon
McDonald's
MCD
+$15.6M
5
RTX icon
RTX Corp
RTX
+$10.5M

Top Sells

1
+$60.7M
2
+$26.8M
3
+$12.5M
4
SBUX icon
Starbucks
SBUX
+$12M
5
LRCX icon
Lam Research
LRCX
+$11.6M

Sector Composition

1 Technology 16.69%
2 Financials 15.31%
3 Healthcare 14.68%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.99M 0.09%
+124,465
152
$5.98M 0.09%
188,247
+6,291
153
$5.96M 0.09%
105,075
-2,761
154
$5.86M 0.09%
32,113
+5,133
155
$5.72M 0.09%
45,653
-644
156
$5.59M 0.09%
46,185
-7,768
157
$5.57M 0.09%
14,860
-489
158
$5.56M 0.08%
97,498
+36,746
159
$5.54M 0.08%
20,328
+12,245
160
$5.51M 0.08%
121,321
+3,800
161
$5.51M 0.08%
121,695
-23,785
162
$5.3M 0.08%
37,278
-176
163
$5.21M 0.08%
75,315
-202
164
$5.07M 0.08%
37,309
-382
165
$4.91M 0.08%
+44,479
166
$4.84M 0.07%
+39,200
167
$4.72M 0.07%
+122,170
168
$4.71M 0.07%
48,287
-1,983
169
$4.66M 0.07%
51,364
-894
170
$4.62M 0.07%
52,696
-1,090
171
$4.6M 0.07%
+178,761
172
$4.59M 0.07%
80,033
+2,338
173
$4.59M 0.07%
20,557
+3
174
$4.5M 0.07%
39,484
+4,747
175
$4.48M 0.07%
25,660
-24,282
5 6
7
8 9