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
626
$218K 0.01%
3,518
-2,458
627
$218K 0.01%
+123,693
628
$217K 0.01%
2,774
-8,369
629
$217K 0.01%
+9,156
630
$216K 0.01%
+6,570
631
$216K 0.01%
6,176
-595
632
$215K 0.01%
+607
633
$213K 0.01%
+15,492
634
$212K 0.01%
+8,035
635
$212K 0.01%
+3,522
636
$211K 0.01%
+10,709
637
$210K 0.01%
+11,022
638
$208K 0.01%
8,485
-1,341
639
$207K 0.01%
3,191
+315
640
$207K 0.01%
+3,176
641
$206K 0.01%
+11,108
642
$203K 0.01%
+27,939
643
$202K 0.01%
7,470
-1,321
644
$201K 0.01%
+8,742
645
$201K 0.01%
3,050
-227,964
646
$174K 0.01%
+21,588
647
$173K 0.01%
16,832
648
$166K 0.01%
+5,583
649
$165K 0.01%
+42,599
650
$159K 0.01%
+12,799
24 25
26
27 28