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
526
$319K 0.01%
5,393
-6,273
527
$319K 0.01%
+12,735
528
$316K 0.01%
17,843
+2,939
529
$316K 0.01%
+2,292
530
$312K 0.01%
21,685
+5,035
531
$311K 0.01%
22,194
+5,158
532
$307K 0.01%
+18,400
533
$307K 0.01%
+2,216
534
$305K 0.01%
5,631
-146
535
$302K 0.01%
14,720
+3,021
536
$302K 0.01%
5,378
+658
537
$301K 0.01%
+5,195
538
$300K 0.01%
+15,887
539
$297K 0.01%
4,017
+264
540
$296K 0.01%
2,621
-700
541
$295K 0.01%
19,432
+2,239
542
$295K 0.01%
1,983
+227
543
$294K 0.01%
14,670
+2,464
544
$286K 0.01%
30,136
+4,534
545
$285K 0.01%
+6,104
546
$284K 0.01%
5,253
-619
547
$281K 0.01%
2,557
-203
548
$280K 0.01%
6,652
-264
549
$278K 0.01%
1,956
550
$277K 0.01%
16,176
+1,868
20 21
22
23 24