ZIM
Zacks Investment Management Portfolio holdings
AUM
$12.6B
1-Year Est. Return
26.15%
1 Year Est. Return
+26.15%
AUM
$11.7B
AUM Growth
+$979M
(+9.1%)
Holding
789
Top Buys
| 1 | +$63.4M | |
| 2 | +$51.4M | |
| 3 | +$34.2M | |
| 4 |
Amphenol
APH
|
+$32.6M |
| 5 |
Lam Research
LRCX
|
+$21.2M |
Top Sells
| 1 | +$31M | |
| 2 | +$30.1M | |
| 3 | +$29.5M | |
| 4 |
Microsoft
MSFT
|
+$24M |
| 5 |
Ford
F
|
+$22.2M |
Sector Composition
| 1 | Technology | 24.43% |
| 2 | Financials | 17.17% |
| 3 | Industrials | 11.1% |
| 4 | Healthcare | 10.4% |
| 5 | Communication Services | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.55T
| $508M | 4.35% |
1,021,261
-48,219
|
|
||
2
NVIDIA
NVDA
$4.36T
| $446M | 3.82% |
2,825,852
+100,620
|
|
||
3
JPMorgan Chase
JPM
$850B
| $355M | 3.04% |
1,224,100
+2,058
|
|
||
4
Apple
AAPL
$4.2T
| $310M | 2.65% |
1,512,558
+29,759
|
|
||
5
Alphabet (Google) Class A
GOOGL
$3.86T
| $274M | 2.35% |
1,555,800
+359,760
|
|
||
6
Meta Platforms (Facebook)
META
$1.61T
| $250M | 2.14% |
338,128
+1,286
|
|
||
7
Amazon
AMZN
$2.48T
| $239M | 2.05% |
1,090,461
+8,802
|
|
||
8
Walmart
WMT
$912B
| $198M | 1.7% |
2,026,684
+7,000
|
|
||
9
Broadcom
AVGO
$1.8T
| $195M | 1.67% |
706,853
+5,515
|
|
||
10
Procter & Gamble
PG
$343B
| $193M | 1.65% |
1,210,689
-14,593
|
|
||
11
Home Depot
HD
$356B
| $186M | 1.59% |
507,834
-1,649
|
|
||
12
Caterpillar
CAT
$277B
| $165M | 1.41% |
424,071
+2,932
|
|
||
13
Cisco
CSCO
$307B
| $163M | 1.39% |
2,349,383
+121,612
|
|
||
14
Exxon Mobil
XOM
$497B
| $157M | 1.34% |
1,454,320
+13,770
|
|
||
15
AbbVie
ABBV
$407B
| $152M | 1.3% |
819,799
+4,746
|
|
||
16
Blackrock
BLK
$168B
| $152M | 1.3% |
144,418
+4,745
|
|
||
17
Philip Morris
PM
$236B
| $149M | 1.27% |
816,052
+5,384
|
|
||
18
Netflix
NFLX
$441B
| $146M | 1.25% |
1,089,570
+5,690
|
|
||
19
Parker-Hannifin
PH
$110B
| $146M | 1.25% |
208,558
+1,973
|
|
||
20
MetLife
MET
$51.1B
| $136M | 1.16% |
1,690,837
+10,458
|
|
||
21
Johnson & Johnson
JNJ
$495B
| $134M | 1.15% |
878,258
+6,865
|
|
||
22
Southern Company
SO
$96.9B
| $121M | 1.03% |
1,312,546
+11,844
|
|
||
23
ConocoPhillips
COP
$113B
| $114M | 0.98% |
1,274,610
+32,900
|
|
||
24
IBM
IBM
$283B
| $109M | 0.93% |
368,606
+2,726
|
|
||
25
Bank of America
BAC
$395B
| $106M | 0.91% |
2,239,401
+16,250
|
|