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
476
$402K 0.01%
+10,617
477
$402K 0.01%
+10,662
478
$400K 0.01%
93,111
-35,245
479
$400K 0.01%
10,172
-585
480
$400K 0.01%
6,799
+1,583
481
$399K 0.01%
+11,786
482
$398K 0.01%
+14,882
483
$398K 0.01%
+18,400
484
$386K 0.01%
13,181
+2,132
485
$384K 0.01%
18,019
-30,620
486
$383K 0.01%
5,792
-248
487
$380K 0.01%
13,098
-1,019
488
$379K 0.01%
20,547
-11,226
489
$377K 0.01%
7,740
+90
490
$375K 0.01%
43,432
+11,751
491
$374K 0.01%
+13,054
492
$373K 0.01%
9,686
-34,848
493
$372K 0.01%
+5,372
494
$372K 0.01%
+12,699
495
$369K 0.01%
+15,501
496
$368K 0.01%
2,974
-248
497
$368K 0.01%
+4,641
498
$367K 0.01%
19,630
-960
499
$367K 0.01%
+11,443
500
$367K 0.01%
9,180
-719
18 19
20
21 22