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
426
$458K 0.02%
6,264
+303
427
$458K 0.02%
+15,503
428
$458K 0.02%
7,015
-177
429
$458K 0.02%
3,644
-831
430
$456K 0.02%
+8,466
431
$456K 0.02%
+12,850
432
$455K 0.02%
+65,311
433
$454K 0.02%
+5,077
434
$454K 0.02%
+16,706
435
$452K 0.02%
12,767
-5,515
436
$452K 0.02%
57,386
+8,925
437
$450K 0.02%
+9,129
438
$449K 0.02%
13,576
+2,782
439
$449K 0.02%
4,250
+530
440
$447K 0.02%
+10,138
441
$447K 0.02%
+6,990
442
$447K 0.02%
+53,779
443
$446K 0.02%
+6,706
444
$445K 0.02%
50,400
+7,664
445
$445K 0.02%
13,803
-1,142
446
$444K 0.02%
+9,767
447
$444K 0.02%
+16,065
448
$444K 0.02%
8,389
+1,533
449
$443K 0.02%
+17,051
450
$439K 0.02%
8,779
-109
16 17
18
19 20