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
201
$3.42M 0.05%
32,200
+706
202
$3.39M 0.05%
8,463
-2,802
203
$3.35M 0.05%
38,944
-705,347
204
$3.33M 0.05%
13,082
-110
205
$3.32M 0.05%
110,768
-4,362
206
$3.26M 0.05%
78,442
-4,381
207
$3.25M 0.05%
83,780
-2,135
208
$3.21M 0.05%
+25,474
209
$3.18M 0.05%
39,722
+2,007
210
$3.17M 0.05%
18,659
-603
211
$3.14M 0.05%
74,655
-250,470
212
$3.12M 0.05%
18,336
-308
213
$3.11M 0.05%
86,318
+355
214
$3.1M 0.05%
8,822
+4,683
215
$3.08M 0.05%
113,296
-944
216
$3.06M 0.05%
22,164
+20,381
217
$3.05M 0.05%
92,058
-2,851
218
$3.04M 0.05%
59,472
-99
219
$2.97M 0.05%
70,069
-2,596
220
$2.93M 0.04%
+27,101
221
$2.92M 0.04%
42,094
-1,017
222
$2.84M 0.04%
126,849
-3,705
223
$2.83M 0.04%
10,105
-161
224
$2.83M 0.04%
54,016
-5,007
225
$2.82M 0.04%
11,809
+2,205
7 8
9
10 11