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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$21.1M
3
+$19.9M
4
MPC icon
Marathon Petroleum
MPC
+$15.4M
5
T icon
AT&T
T
+$12.8M

Top Sells

1
+$38.6M
2
+$36.4M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.47M 0.08%
+196,275
177
$2.43M 0.08%
31,654
+1,329
178
$2.42M 0.08%
22,658
-11,690
179
$2.36M 0.08%
31,193
-10,996
180
$2.34M 0.07%
44,358
+15,272
181
$2.32M 0.07%
93,484
+1,202
182
$2.31M 0.07%
+72,916
183
$2.3M 0.07%
164,126
+20,418
184
$2.28M 0.07%
+58,576
185
$2.28M 0.07%
50,573
186
$2.24M 0.07%
48,337
+38,691
187
$2.21M 0.07%
40,033
-2,497
188
$2.2M 0.07%
+20,298
189
$2.12M 0.07%
+73,250
190
$2.11M 0.07%
37,459
-11,738
191
$2.09M 0.07%
35,826
-6,020
192
$2.07M 0.07%
68,509
+2,868
193
$2.06M 0.07%
32,286
+1,753
194
$2.05M 0.07%
+63,665
195
$2.01M 0.06%
24,925
-5,449
196
$2M 0.06%
113,307
-25,705
197
$1.96M 0.06%
53,466
+40,182
198
$1.96M 0.06%
37,210
-378
199
$1.95M 0.06%
71,876
+27,395
200
$1.95M 0.06%
30,067
+1,632
6 7
8
9 10