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
$4.55B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$32.8M
3
+$25.7M
4
RTX icon
RTX Corp
RTX
+$12M
5
ABBV icon
AbbVie
ABBV
+$11.6M

Top Sells

1
+$49.9M
2
+$19.8M
3
+$19.4M
4
HD icon
Home Depot
HD
+$16.1M
5
STLD icon
Steel Dynamics
STLD
+$15.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 15.06%
3 Financials 14.64%
4 Consumer Staples 10.68%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.62M 0.06%
34,866
-8,073
177
$2.58M 0.06%
74,835
-1,965
178
$2.56M 0.06%
79,211
-3,731
179
$2.54M 0.06%
21,819
+2,810
180
$2.53M 0.06%
78,260
-4,350
181
$2.5M 0.06%
25,648
+231
182
$2.49M 0.05%
96,801
-17,878
183
$2.48M 0.05%
40,108
-3,495
184
$2.48M 0.05%
27,154
-6,164
185
$2.48M 0.05%
+9,674
186
$2.47M 0.05%
13,826
+2,049
187
$2.43M 0.05%
42,289
-10,321
188
$2.36M 0.05%
17,569
-2,188
189
$2.28M 0.05%
18,351
-4,080
190
$2.23M 0.05%
64,060
-18,098
191
$2.16M 0.05%
+12,708
192
$2.16M 0.05%
11,766
+1,866
193
$2.1M 0.05%
6,376
+125
194
$2.1M 0.05%
65,194
-45,393
195
$2.09M 0.05%
58,765
+22,780
196
$2.08M 0.05%
44,905
+13,281
197
$2.06M 0.05%
+9,363
198
$1.99M 0.04%
67,621
+2,258
199
$1.99M 0.04%
50,835
+2,726
200
$1.99M 0.04%
57,916
-16,567
6 7
8
9 10