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
251
$1M 0.04%
+7,947
252
$1M 0.04%
18,176
+2,114
253
$994K 0.04%
10,015
+14
254
$990K 0.04%
24,281
-3,275
255
$984K 0.04%
34,854
+6,890
256
$976K 0.04%
36,404
+10,428
257
$974K 0.04%
30,629
+4,918
258
$959K 0.04%
44,752
-1,932
259
$954K 0.04%
23,918
-52,792
260
$953K 0.04%
+11,487
261
$947K 0.04%
13,662
+122
262
$946K 0.04%
+14,078
263
$944K 0.04%
24,564
+483
264
$932K 0.03%
22,293
-10,262
265
$927K 0.03%
+19,648
266
$925K 0.03%
38,554
-572
267
$923K 0.03%
+52,920
268
$900K 0.03%
+32,612
269
$896K 0.03%
23,168
+8,227
270
$895K 0.03%
47,590
+29,724
271
$894K 0.03%
+21,159
272
$894K 0.03%
35,901
+5,076
273
$891K 0.03%
+6,725
274
$887K 0.03%
12,557
-3,158
275
$883K 0.03%
40,868
+8,015
9 10
11
12 13