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
$4.79B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$34.5M
3
+$27.8M
4
LMT icon
Lockheed Martin
LMT
+$13.9M
5
MET icon
MetLife
MET
+$10.8M

Top Sells

1
+$46.4M
2
+$26.8M
3
+$19.1M
4
META icon
Meta Platforms (Facebook)
META
+$19M
5
INTU icon
Intuit
INTU
+$13.6M

Sector Composition

1 Financials 18.63%
2 Healthcare 15.46%
3 Technology 14.82%
4 Consumer Discretionary 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.09M 0.09%
10,445
+666
177
$4.08M 0.09%
6,244
+421
178
$4.07M 0.09%
90,102
+959
179
$4.05M 0.08%
14,327
-287
180
$4.04M 0.08%
+75,284
181
$3.94M 0.08%
16,128
-905
182
$3.93M 0.08%
35,972
+1,020
183
$3.87M 0.08%
69,708
+2,461
184
$3.83M 0.08%
86,593
-408
185
$3.64M 0.08%
57,860
+1,657
186
$3.47M 0.07%
+66,915
187
$3.45M 0.07%
120,911
+885
188
$3.44M 0.07%
59,260
+931
189
$3.44M 0.07%
63,512
+1,321
190
$3.41M 0.07%
37,825
+630
191
$3.4M 0.07%
36,577
+804
192
$3.39M 0.07%
306,302
-174,349
193
$3.39M 0.07%
65,193
-2,789
194
$3.36M 0.07%
61,611
+1,446
195
$3.31M 0.07%
61,323
-32,378
196
$3.25M 0.07%
82,223
+926
197
$3.25M 0.07%
47,466
-10,417
198
$3.22M 0.07%
17,345
+345
199
$3.22M 0.07%
68,606
+1,889
200
$3.17M 0.07%
511,963
-4,773
6 7
8
9 10