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
$4.94B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$30.1M
3
+$26.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.6M
5
PYPL icon
PayPal
PYPL
+$22.8M

Top Sells

1
+$29.8M
2
+$26.3M
3
+$22.9M
4
RTX icon
RTX Corp
RTX
+$12M
5
MU icon
Micron Technology
MU
+$10.5M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.8%
3 Financials 14.21%
4 Consumer Staples 11.54%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.17M 0.06%
113,393
+47,175
177
$3.17M 0.06%
+78,960
178
$3.12M 0.06%
14,656
+830
179
$3.1M 0.06%
48,873
+8,765
180
$3.09M 0.06%
+56,936
181
$3.06M 0.06%
82,655
+23,890
182
$3.05M 0.06%
15,575
+2,867
183
$2.97M 0.06%
32,436
-3,414
184
$2.92M 0.06%
7,052
+1,939
185
$2.73M 0.06%
77,584
+91
186
$2.65M 0.05%
+5,626
187
$2.64M 0.05%
+7,900
188
$2.63M 0.05%
49,860
-975
189
$2.63M 0.05%
+230,880
190
$2.63M 0.05%
+25,865
191
$2.61M 0.05%
33,525
-1,341
192
$2.61M 0.05%
86,531
-56
193
$2.6M 0.05%
132,092
+54,090
194
$2.58M 0.05%
+34,734
195
$2.57M 0.05%
126,522
+33,543
196
$2.53M 0.05%
26,627
+979
197
$2.51M 0.05%
79,372
+4,284
198
$2.46M 0.05%
20,440
+2,089
199
$2.44M 0.05%
95,517
-1,284
200
$2.42M 0.05%
67,274
-4,223
6 7
8
9 10