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
$4.55B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$32.8M
3
+$25.7M
4
RTX icon
RTX Corp
RTX
+$12M
5
ABBV icon
AbbVie
ABBV
+$11.6M

Top Sells

1
+$49.9M
2
+$19.8M
3
+$19.4M
4
HD icon
Home Depot
HD
+$16.1M
5
STLD icon
Steel Dynamics
STLD
+$15.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 15.06%
3 Financials 14.64%
4 Consumer Staples 10.68%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.98M 0.04%
+5,113
202
$1.98M 0.04%
779,462
-31,121
203
$1.95M 0.04%
+92,979
204
$1.95M 0.04%
+40,486
205
$1.9M 0.04%
6,186
-941
206
$1.9M 0.04%
18,296
-7,423
207
$1.86M 0.04%
268,981
-93,658
208
$1.84M 0.04%
16,621
+741
209
$1.82M 0.04%
216,171
-30,886
210
$1.82M 0.04%
14,945
-4,167
211
$1.82M 0.04%
10,159
-2,101
212
$1.82M 0.04%
56,518
-6,654
213
$1.82M 0.04%
66,218
-66,935
214
$1.8M 0.04%
9,460
-1,925
215
$1.79M 0.04%
43,167
+1,921
216
$1.79M 0.04%
26,024
-18,232
217
$1.79M 0.04%
50,469
-4,811
218
$1.78M 0.04%
25,281
+522
219
$1.77M 0.04%
27,804
+11,880
220
$1.76M 0.04%
71,497
-16,879
221
$1.75M 0.04%
+40,903
222
$1.71M 0.04%
43,885
-7,218
223
$1.71M 0.04%
+150,498
224
$1.69M 0.04%
14,775
+365
225
$1.67M 0.04%
9,864
-7,531
7 8
9
10 11