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
376
$537K 0.02%
+28,441
377
$536K 0.02%
+9,675
378
$530K 0.02%
18,324
+1,736
379
$528K 0.02%
+14,480
380
$525K 0.02%
27,351
+3,576
381
$522K 0.02%
77,972
+20,097
382
$519K 0.02%
13,792
+4,720
383
$518K 0.02%
16,866
+1,460
384
$517K 0.02%
2,046
-159
385
$515K 0.02%
9,327
-251
386
$514K 0.02%
16,303
+1,549
387
$514K 0.02%
+18,256
388
$513K 0.02%
10,489
-33,187
389
$511K 0.02%
10,772
-15,643
390
$509K 0.02%
9,825
-7,526
391
$509K 0.02%
13,257
+1,653
392
$507K 0.02%
5,415
+672
393
$507K 0.02%
36,404
+4,524
394
$506K 0.02%
+4,104
395
$503K 0.02%
5,925
-6,899
396
$501K 0.02%
+10,825
397
$498K 0.02%
+7,334
398
$497K 0.02%
31,583
+3,184
399
$492K 0.02%
7,031
-295,016
400
$492K 0.02%
46,393
-11,657
14 15
16
17 18