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
$2.7B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
870
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$22.3M
3
+$17.1M
4
MSFT icon
Microsoft
MSFT
+$14.1M
5
META icon
Meta Platforms (Facebook)
META
+$9.94M

Top Sells

1
+$21.7M
2
+$20.6M
3
+$15M
4
C icon
Citigroup
C
+$11.2M
5
LEA icon
Lear
LEA
+$9.25M

Sector Composition

1 Financials 19.16%
2 Industrials 12.56%
3 Healthcare 11.53%
4 Technology 9.62%
5 Energy 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.15M 0.04%
9,134
-2,999
227
$1.13M 0.04%
+13,986
228
$1.12M 0.04%
7,902
+4,016
229
$1.12M 0.04%
55,794
+9,338
230
$1.11M 0.04%
+39,028
231
$1.11M 0.04%
15,234
-50
232
$1.11M 0.04%
28,679
+8,926
233
$1.1M 0.04%
32,391
+15,697
234
$1.1M 0.04%
24,901
-4,639
235
$1.1M 0.04%
38,054
+6,948
236
$1.09M 0.04%
+34,709
237
$1.07M 0.04%
24,633
+1,445
238
$1.06M 0.04%
45,600
-1,820
239
$1.06M 0.04%
37,540
+18,135
240
$1.05M 0.04%
86,291
+42,063
241
$1.05M 0.04%
+49,216
242
$1.04M 0.04%
38,400
-8,163
243
$1.03M 0.04%
5,531
-2,155
244
$1.03M 0.04%
96,192
+56,700
245
$1.02M 0.04%
+58,843
246
$1.02M 0.04%
+32,019
247
$1.02M 0.04%
+18,617
248
$1.01M 0.04%
6,669
+3,320
249
$1.01M 0.04%
+19,878
250
$1.01M 0.04%
14,475
-801
8 9
10
11 12