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
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$13.3M
5
CTSH icon
Cognizant
CTSH
+$12M

Top Sells

1
+$18M
2
+$18M
3
+$16.1M
4
CSCO icon
Cisco
CSCO
+$12.6M
5
IBM icon
IBM
IBM
+$11.5M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.92M 0.08%
148,769
-12,251
177
$1.88M 0.07%
114,508
+5,180
178
$1.87M 0.07%
90,631
+2,471
179
$1.82M 0.07%
30,499
+1,515
180
$1.77M 0.07%
22,613
-3,333
181
$1.75M 0.07%
52,005
+15,414
182
$1.72M 0.07%
31,548
+7,455
183
$1.71M 0.07%
44,534
-867
184
$1.7M 0.07%
13,199
+170
185
$1.69M 0.07%
26,602
-436
186
$1.63M 0.06%
22,777
+297
187
$1.59M 0.06%
+40,386
188
$1.58M 0.06%
90,452
-573
189
$1.57M 0.06%
59,307
+3,516
190
$1.56M 0.06%
30,002
+514
191
$1.54M 0.06%
51,834
+2,262
192
$1.53M 0.06%
33,617
+593
193
$1.52M 0.06%
32,555
+26,425
194
$1.5M 0.06%
18,324
-6,201
195
$1.48M 0.06%
30,105
+335
196
$1.48M 0.06%
20,377
-5,686
197
$1.47M 0.06%
37,841
+4,105
198
$1.45M 0.06%
28,629
+392
199
$1.45M 0.06%
29,540
-708
200
$1.44M 0.06%
72,417
+62,168
6 7
8
9 10