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
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$13.3M
5
CTSH icon
Cognizant
CTSH
+$12M

Top Sells

1
+$18M
2
+$18M
3
+$16.1M
4
CSCO icon
Cisco
CSCO
+$12.6M
5
IBM icon
IBM
IBM
+$11.5M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.44M 0.06%
17,968
+141
202
$1.44M 0.06%
60,989
-22,098
203
$1.43M 0.06%
36,636
+3,401
204
$1.43M 0.06%
31,989
-443
205
$1.42M 0.06%
7,686
+3,351
206
$1.36M 0.05%
22,150
-4,972
207
$1.35M 0.05%
18,941
-7,373
208
$1.35M 0.05%
21,315
-254,156
209
$1.33M 0.05%
50,692
+1,500
210
$1.29M 0.05%
18,379
+136
211
$1.27M 0.05%
20,930
+2,814
212
$1.25M 0.05%
33,252
-3,180
213
$1.23M 0.05%
32,787
+16,014
214
$1.23M 0.05%
67,775
+950
215
$1.23M 0.05%
13,859
+2,029
216
$1.23M 0.05%
12,133
+6,599
217
$1.22M 0.05%
27,250
+18,422
218
$1.18M 0.05%
30,281
-235,320
219
$1.18M 0.05%
37,302
+21,934
220
$1.17M 0.05%
+27,556
221
$1.16M 0.05%
131,094
+42,255
222
$1.16M 0.05%
51,700
+9,482
223
$1.14M 0.05%
26,415
+2,187
224
$1.13M 0.04%
39,126
+1,617
225
$1.13M 0.04%
35,698
-1,438
7 8
9
10 11