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
451
$439K 0.02%
6,020
-468
452
$437K 0.02%
3,216
+411
453
$436K 0.02%
6,445
-691
454
$436K 0.02%
+8,854
455
$436K 0.02%
+5,818
456
$436K 0.02%
+4,098
457
$435K 0.02%
7,241
+1,336
458
$434K 0.02%
18,343
+6,393
459
$434K 0.02%
+9,788
460
$432K 0.02%
+1,944
461
$431K 0.02%
+90,855
462
$430K 0.02%
+10,742
463
$427K 0.02%
+5,492
464
$426K 0.02%
9,151
+1,170
465
$425K 0.02%
+1,390
466
$425K 0.02%
4,202
-324
467
$425K 0.02%
9,470
+447
468
$420K 0.02%
+12,199
469
$418K 0.02%
4,329
-5,204
470
$416K 0.02%
+17,456
471
$415K 0.02%
14,139
-2,217
472
$412K 0.02%
+7,550
473
$412K 0.02%
+11,479
474
$407K 0.02%
9,832
-2,710
475
$403K 0.01%
+10,287
17 18
19
20 21