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
501
$367K 0.01%
+10,112
502
$366K 0.01%
+6,112
503
$363K 0.01%
4,369
-2,582
504
$362K 0.01%
16,510
+1,447
505
$361K 0.01%
5,225
+790
506
$358K 0.01%
+22,864
507
$358K 0.01%
10,937
+1,807
508
$356K 0.01%
+13,426
509
$354K 0.01%
13,633
+1,400
510
$353K 0.01%
9,350
-721
511
$352K 0.01%
4,820
+591
512
$351K 0.01%
16,782
+1,322
513
$349K 0.01%
2,722
-2,311
514
$345K 0.01%
+8,411
515
$344K 0.01%
+18,390
516
$342K 0.01%
12,503
-15,355
517
$341K 0.01%
12,050
-10,988
518
$340K 0.01%
6,051
+775
519
$332K 0.01%
26,723
+3,333
520
$330K 0.01%
7,101
+893
521
$328K 0.01%
4,682
-1,881
522
$326K 0.01%
3,006
-294
523
$324K 0.01%
+7,065
524
$323K 0.01%
5,824
+895
525
$320K 0.01%
22,685
-49,130
19 20
21
22 23