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
401
$491K 0.02%
10,360
+3,591
402
$491K 0.02%
24,034
+3,100
403
$486K 0.02%
+11,527
404
$485K 0.02%
+6,347
405
$484K 0.02%
4,024
+16
406
$482K 0.02%
21,010
+2,644
407
$478K 0.02%
32,073
+8,697
408
$477K 0.02%
+15,048
409
$476K 0.02%
+26,284
410
$475K 0.02%
+30,550
411
$474K 0.02%
+48,256
412
$473K 0.02%
+13,216
413
$472K 0.02%
+9,662
414
$469K 0.02%
11,272
-9,144
415
$469K 0.02%
+4,985
416
$469K 0.02%
4,445
-347
417
$469K 0.02%
8,344
-275
418
$468K 0.02%
15,444
-6,598
419
$467K 0.02%
+16,387
420
$465K 0.02%
+19,774
421
$465K 0.02%
+22,229
422
$463K 0.02%
+8,023
423
$462K 0.02%
+21,005
424
$460K 0.02%
39,108
-27,800
425
$458K 0.02%
9,784
-45,765
15 16
17
18 19