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
276
$881K 0.03%
+29,332
277
$879K 0.03%
+24,008
278
$879K 0.03%
14,910
-3,253
279
$876K 0.03%
15,055
+2,151
280
$875K 0.03%
10,446
-110,383
281
$870K 0.03%
37,859
+5,378
282
$869K 0.03%
45,725
+6,001
283
$867K 0.03%
+13,096
284
$860K 0.03%
46,100
+10,340
285
$859K 0.03%
+17,554
286
$856K 0.03%
81,961
+26,022
287
$842K 0.03%
15,755
+3,509
288
$839K 0.03%
12,306
+345
289
$824K 0.03%
+22,111
290
$820K 0.03%
36,364
291
$813K 0.03%
30,849
+3,843
292
$812K 0.03%
+18,197
293
$810K 0.03%
12,224
+7,124
294
$799K 0.03%
23,238
-9,549
295
$796K 0.03%
33,330
-18,370
296
$795K 0.03%
+73,859
297
$791K 0.03%
14,688
+3,279
298
$789K 0.03%
48,134
+4,449
299
$786K 0.03%
10,503
-12,274
300
$785K 0.03%
11,971
-30,233
10 11
12
13 14