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
26
$24.6M 0.91%
288,515
+8,559
27
$24.1M 0.89%
219,222
+17,827
28
$22.7M 0.84%
523,507
+123,196
29
$22.3M 0.83%
+546,208
30
$21.9M 0.81%
239,428
+19,113
31
$21.4M 0.79%
533,658
+42,511
32
$21.2M 0.78%
411,869
+30,086
33
$21.1M 0.78%
258,012
+28,261
34
$20.4M 0.76%
187,197
+14,952
35
$20M 0.74%
259,292
+20,200
36
$19.6M 0.73%
875,297
+74,976
37
$19.2M 0.71%
326,249
-4,026
38
$18.7M 0.69%
855,680
-83,894
39
$18.2M 0.67%
492,156
+40,349
40
$18.1M 0.67%
575,046
+46,122
41
$18.1M 0.67%
422,339
+34,444
42
$17.7M 0.66%
464,637
+46,643
43
$17.7M 0.66%
478,051
+38,470
44
$17.4M 0.65%
176,054
+17,962
45
$17.1M 0.63%
+1,161,128
46
$16.8M 0.62%
143,526
+12,607
47
$16.5M 0.61%
286,355
+33,441
48
$16.5M 0.61%
374,049
-32,697
49
$16.4M 0.61%
92,742
+689
50
$16.3M 0.6%
167,282
-2,589
1
2
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