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
301
$783K 0.03%
13,440
-742
302
$782K 0.03%
+33,125
303
$777K 0.03%
31,575
+13,715
304
$771K 0.03%
+32,240
305
$765K 0.03%
+25,544
306
$764K 0.03%
+14,550
307
$760K 0.03%
17,795
+7,133
308
$756K 0.03%
5,293
-1,559
309
$755K 0.03%
1,267
-20
310
$751K 0.03%
17,379
-10,792
311
$747K 0.03%
24,948
+8,812
312
$746K 0.03%
+429,410
313
$745K 0.03%
+28,286
314
$730K 0.03%
19,665
+1,194
315
$728K 0.03%
40,169
+5,729
316
$717K 0.03%
+70,543
317
$715K 0.03%
15,908
-4,886
318
$710K 0.03%
10,130
+1,366
319
$708K 0.03%
+147,584
320
$706K 0.03%
+1,177
321
$698K 0.03%
+13,238
322
$698K 0.03%
+33,973
323
$697K 0.03%
29,574
+11,896
324
$694K 0.03%
+5,634
325
$694K 0.03%
+11,682
11 12
13
14 15