ZIM
Zacks Investment Management Portfolio holdings
AUM
$12.6B
1-Year Est. Return
26.15%
1 Year Est. Return
+26.15%
AUM
$11.7B
AUM Growth
+$979M
(+9.1%)
Holding
789
Top Buys
| 1 | +$63.4M | |
| 2 | +$51.4M | |
| 3 | +$34.2M | |
| 4 |
Amphenol
APH
|
+$32.6M |
| 5 |
Lam Research
LRCX
|
+$21.2M |
Top Sells
| 1 | +$31M | |
| 2 | +$30.1M | |
| 3 | +$29.5M | |
| 4 |
Microsoft
MSFT
|
+$24M |
| 5 |
Ford
F
|
+$22.2M |
Sector Composition
| 1 | Technology | 24.43% |
| 2 | Financials | 17.17% |
| 3 | Industrials | 11.1% |
| 4 | Healthcare | 10.4% |
| 5 | Communication Services | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Corning
GLW
$80.8B
| $15.1M | 0.13% |
287,452
-1,857
|
|
||
152
Pure Storage
PSTG
$24.1B
| $15.1M | 0.13% |
261,814
-124,777
|
|
||
153
Vertiv
VRT
$67.6B
| $15.1M | 0.13% |
117,290
-1,234
|
|
||
154
Veeva Systems
VEEV
$36.5B
| $14.8M | 0.13% |
51,438
+11,975
|
|
||
155
BJs Wholesale Club
BJ
$12.2B
| $14.4M | 0.12% |
133,668
+22,695
|
|
||
156
Marvell Technology
MRVL
$68.2B
| $14.3M | 0.12% |
184,240
-5,041
|
|
||
157
Zoom
ZM
$24B
| $13.9M | 0.12% |
177,673
+27,135
|
|
||
158
Assurant
AIZ
$11.7B
| $13.5M | 0.12% |
68,491
+29
|
|
||
159
Toast
TOST
$19.7B
| $13M | 0.11% |
294,231
-1,437
|
|
||
160
Advanced Micro Devices
AMD
$377B
| $12.9M | 0.11% |
90,967
-1,282
|
|
||
161
Berkshire Hathaway Class B
BRK.B
$1.06T
| $12.7M | 0.11% |
26,057
-48
|
|
||
162
Mueller Water Products
MWA
$4.11B
| $12.6M | 0.11% |
523,445
+21,196
|
|
||
163
Wintrust Financial
WTFC
$9.77B
| $12.6M | 0.11% |
101,441
-757
|
|
||
164
Bristol-Myers Squibb
BMY
$112B
| $12M | 0.1% |
259,742
-308
|
|
||
165
Advance Auto Parts
AAP
$2.59B
| $11.1M | 0.09% |
+238,567
|
|
||
166
Zoetis
ZTS
$54.9B
| $11M | 0.09% |
70,512
-217
|
|
||
167
Carrier Global
CARR
$47.3B
| $10.7M | 0.09% |
+146,230
|
|
||
168
Starbucks
SBUX
$106B
| $10.6M | 0.09% |
115,936
-88
|
|
||
169
Boston Properties
BXP
$10.8B
| $10.2M | 0.09% |
150,687
-410
|
|
||
170
Northern Trust
NTRS
$27.5B
| $10.2M | 0.09% |
80,124
-1,644
|
|
||
171
Nasdaq
NDAQ
$57.7B
| $10.1M | 0.09% |
113,474
+750
|
|
||
172
Okta
OKTA
$15.9B
| $10.1M | 0.09% |
101,193
-133,118
|
|
||
173
Coterra Energy
CTRA
$19.6B
| $9.74M | 0.08% |
383,679
+3,070
|
|
||
174
McKesson
MCK
$104B
| $9.72M | 0.08% |
13,262
+109
|
|
||
175
Intapp
INTA
$3.14B
| $9.06M | 0.08% |
175,603
+20
|
|