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
$4.79B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$34.5M
3
+$27.8M
4
LMT icon
Lockheed Martin
LMT
+$13.9M
5
MET icon
MetLife
MET
+$10.8M

Top Sells

1
+$46.4M
2
+$26.8M
3
+$19.1M
4
META icon
Meta Platforms (Facebook)
META
+$19M
5
INTU icon
Intuit
INTU
+$13.6M

Sector Composition

1 Financials 18.63%
2 Healthcare 15.46%
3 Technology 14.82%
4 Consumer Discretionary 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.16M 0.07%
68,460
+5,902
202
$3.12M 0.07%
113,607
-2,272
203
$3.06M 0.06%
64,107
-14,783
204
$3.05M 0.06%
29,924
+1,296
205
$3.03M 0.06%
83,136
-2,643
206
$3.02M 0.06%
+124,284
207
$2.96M 0.06%
85,190
-3,641
208
$2.95M 0.06%
34,345
-15
209
$2.95M 0.06%
13,763
+824
210
$2.95M 0.06%
102,404
-4,153
211
$2.95M 0.06%
80,045
212
$2.91M 0.06%
15,806
-138
213
$2.88M 0.06%
23,146
-961
214
$2.86M 0.06%
14,460
+356
215
$2.86M 0.06%
25,086
+16,684
216
$2.85M 0.06%
64,438
217
$2.84M 0.06%
+50,313
218
$2.82M 0.06%
8,792
-102
219
$2.81M 0.06%
56,682
+11,510
220
$2.78M 0.06%
77,186
+1,513
221
$2.74M 0.06%
15,767
+300
222
$2.73M 0.06%
26,436
223
$2.72M 0.06%
108,819
+6,616
224
$2.72M 0.06%
11,020
+269
225
$2.72M 0.06%
113,585
-1,699
7 8
9
10 11