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
$6.55B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$35.8M
3
+$25.3M
4
MCD icon
McDonald's
MCD
+$15.6M
5
RTX icon
RTX Corp
RTX
+$10.5M

Top Sells

1
+$60.7M
2
+$26.8M
3
+$12.5M
4
SBUX icon
Starbucks
SBUX
+$12M
5
LRCX icon
Lam Research
LRCX
+$11.6M

Sector Composition

1 Technology 16.69%
2 Financials 15.31%
3 Healthcare 14.68%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.48M 0.07%
+218,469
177
$4.41M 0.07%
47,679
-6,039
178
$4.4M 0.07%
81,954
-2,563
179
$4.39M 0.07%
44,818
-41,344
180
$4.21M 0.06%
140,562
+35,166
181
$4.19M 0.06%
47,082
-607
182
$4.13M 0.06%
+39,441
183
$4.1M 0.06%
91,950
+24,700
184
$4.05M 0.06%
+105,124
185
$4.03M 0.06%
76,340
-10,610
186
$3.97M 0.06%
14,537
-1,051
187
$3.95M 0.06%
102,466
-599
188
$3.93M 0.06%
+59,433
189
$3.85M 0.06%
39,044
-343
190
$3.81M 0.06%
107,099
-2,813
191
$3.73M 0.06%
40,588
+13,689
192
$3.72M 0.06%
74,502
-9,847
193
$3.58M 0.05%
71,556
-2,723
194
$3.56M 0.05%
9,264
+948
195
$3.55M 0.05%
22,550
-870
196
$3.5M 0.05%
20,058
+5,837
197
$3.49M 0.05%
117,309
-8,461
198
$3.47M 0.05%
11,476
-123
199
$3.45M 0.05%
+35,521
200
$3.45M 0.05%
1,605
-94
6 7
8
9 10