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
551
$272K 0.01%
+13,480
552
$271K 0.01%
+17,014
553
$270K 0.01%
+2,282
554
$269K 0.01%
9,178
+203
555
$268K 0.01%
3,591
-25,739
556
$268K 0.01%
+15,665
557
$268K 0.01%
+5,679
558
$268K 0.01%
+38,770
559
$266K 0.01%
19,374
+1,353
560
$266K 0.01%
2,567
-6,502
561
$265K 0.01%
+6,115
562
$264K 0.01%
11,109
-2,328
563
$263K 0.01%
13,651
+1,779
564
$260K 0.01%
+28,411
565
$257K 0.01%
+16,700
566
$257K 0.01%
+9,216
567
$256K 0.01%
+19,801
568
$254K 0.01%
+28,130
569
$254K 0.01%
6,905
-6,527
570
$254K 0.01%
+5,638
571
$252K 0.01%
+10,061
572
$250K 0.01%
+5,733
573
$250K 0.01%
+3,798
574
$249K 0.01%
13,167
-2,391
575
$249K 0.01%
+6,644
21 22
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