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
576
$249K 0.01%
+13,356
577
$248K 0.01%
+6,878
578
$248K 0.01%
1,773
-2,089
579
$248K 0.01%
+5,448
580
$247K 0.01%
9,803
+123
581
$245K 0.01%
+940
582
$245K 0.01%
8,074
+693
583
$244K 0.01%
+356
584
$244K 0.01%
+36,855
585
$243K 0.01%
+8,967
586
$241K 0.01%
7,861
-23,316
587
$241K 0.01%
28,026
-10,792
588
$240K 0.01%
+6,245
589
$239K 0.01%
+1,224
590
$239K 0.01%
4,530
-470
591
$239K 0.01%
+9,814
592
$238K 0.01%
6,078
-1,150
593
$237K 0.01%
+11,234
594
$237K 0.01%
+11,951
595
$237K 0.01%
+31,821
596
$236K 0.01%
8,453
-1,227
597
$234K 0.01%
+29,829
598
$234K 0.01%
2,491
+229
599
$233K 0.01%
2,374
-396
600
$233K 0.01%
+32,269
22 23
24
25 26