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
326
$688K 0.03%
23,674
+5,737
327
$687K 0.03%
20,109
+2,646
328
$684K 0.03%
67,341
+15,447
329
$676K 0.03%
8,084
+1,007
330
$646K 0.02%
56,416
+7,584
331
$646K 0.02%
+35,921
332
$645K 0.02%
+20,372
333
$640K 0.02%
11,900
-221
334
$635K 0.02%
24,998
335
$631K 0.02%
+10,833
336
$627K 0.02%
24,656
+912
337
$620K 0.02%
+9,048
338
$618K 0.02%
33,032
-5,737
339
$617K 0.02%
+44,430
340
$614K 0.02%
13,150
+1,477
341
$612K 0.02%
+12,997
342
$608K 0.02%
+18,523
343
$604K 0.02%
23,395
+9,935
344
$603K 0.02%
13,710
-158,335
345
$601K 0.02%
+32,389
346
$601K 0.02%
+29,899
347
$599K 0.02%
20,176
+9,590
348
$596K 0.02%
22,977
+7,579
349
$596K 0.02%
1,517
+257
350
$594K 0.02%
5,299
+669
12 13
14
15 16