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
651
$142K 0.01%
+19,139
652
$108K ﹤0.01%
16,164
653
$87K ﹤0.01%
+13,019
654
$55K ﹤0.01%
1,193
+103
655
$34K ﹤0.01%
+718
656
– –
-7,020
657
– –
-69,681
658
– –
-7,797
659
– –
-4,775
660
– –
-12,406
661
– –
-30,281
662
– –
-3,887
663
– –
-14,726
664
– –
-8,408
665
– –
-16,070
666
– –
-8,611
667
– –
-28,708
668
– –
-38,006
669
– –
-32,507
670
– –
-78,485
671
– –
-15,576
672
– –
-2,231
673
– –
-10,821
674
– –
-14,073
675
– –
-9,645
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