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
351
$591K 0.02%
40,324
+11,687
352
$590K 0.02%
+11,453
353
$590K 0.02%
10,582
+1,008
354
$590K 0.02%
11,011
+460
355
$588K 0.02%
20,758
-14,860
356
$587K 0.02%
19,343
+5,028
357
$586K 0.02%
10,134
+1,195
358
$586K 0.02%
1,438
-439
359
$584K 0.02%
+3,155
360
$574K 0.02%
13,264
+1,709
361
$572K 0.02%
5,872
+777
362
$572K 0.02%
7,619
-26
363
$570K 0.02%
8,536
-6,716
364
$566K 0.02%
+8,106
365
$564K 0.02%
+24,287
366
$560K 0.02%
25,338
+290
367
$559K 0.02%
10,660
-1,129
368
$546K 0.02%
9,219
-4,370
369
$545K 0.02%
8,673
+1,142
370
$544K 0.02%
55,272
+12,972
371
$543K 0.02%
12,905
+1,779
372
$541K 0.02%
18,919
-40,388
373
$540K 0.02%
+26,101
374
$538K 0.02%
+8,089
375
$538K 0.02%
9,983
-20,516
13 14
15
16 17