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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$21.1M
3
+$19.9M
4
MPC icon
Marathon Petroleum
MPC
+$15.4M
5
T icon
AT&T
T
+$12.8M

Top Sells

1
+$38.6M
2
+$36.4M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.95M 0.06%
50,152
+9,480
202
$1.94M 0.06%
68,705
-3,556
203
$1.94M 0.06%
79,490
+8,342
204
$1.94M 0.06%
47,042
+5,880
205
$1.94M 0.06%
120,735
-56,965
206
$1.93M 0.06%
39,026
+13,026
207
$1.93M 0.06%
142,609
-38,310
208
$1.92M 0.06%
78,903
+4,284
209
$1.91M 0.06%
170,091
+12,187
210
$1.91M 0.06%
51,559
+1,994
211
$1.91M 0.06%
+59,596
212
$1.89M 0.06%
79,614
+612
213
$1.87M 0.06%
96,673
+28,819
214
$1.87M 0.06%
75,026
+18,882
215
$1.86M 0.06%
69,440
+27,933
216
$1.85M 0.06%
51,644
+3,417
217
$1.85M 0.06%
+25,443
218
$1.85M 0.06%
77,878
+22,404
219
$1.83M 0.06%
29,330
-478
220
$1.83M 0.06%
87,978
+20,501
221
$1.83M 0.06%
1,492
+617
222
$1.81M 0.06%
92,700
+25,085
223
$1.8M 0.06%
91,803
+6,463
224
$1.79M 0.06%
+98,724
225
$1.77M 0.06%
15,588
+1,428
7 8
9
10 11