ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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
1
$48.5M 1.91%
479,581
+20,326
2
$46.6M 1.84%
372,855
-8,640
3
$44.7M 1.76%
1,538,784
+482,357
4
$42M 1.66%
925,984
+22,298
5
$40.9M 1.61%
384,276
-998
6
$40.3M 1.59%
489,926
-3,729
7
$38.3M 1.51%
1,443,597
-5,084
8
$37.5M 1.48%
763,093
+72,194
9
$35.8M 1.41%
113,129
-494
10
$35.3M 1.39%
603,195
+39,440
11
$32.1M 1.27%
672,321
+151,255
12
$31.8M 1.25%
232,665
+14,168
13
$31.2M 1.23%
232,242
+14,840
14
$31.2M 1.23%
340,566
+173,560
15
$28.7M 1.13%
352,445
+112,877
16
$27.9M 1.1%
302,355
-1,541
17
$27.5M 1.08%
388,924
+24,747
18
$27M 1.06%
667,519
+8,320
19
$26.4M 1.04%
545,714
+1,082
20
$25.3M 1%
279,956
-4,370
21
$25.1M 0.99%
900,442
-64,281
22
$23.2M 0.91%
258,769
+17,228
23
$23.2M 0.91%
201,395
+13,933
24
$22.4M 0.88%
389,656
+165,658
25
$21.7M 0.86%
836,244
+51,266
1
2 3 4 5