We are live on ! Find out more
ZIM

Zacks Investment Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
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
+$24.1M
2
+$21.5M
3
+$15.6M
4
MSFT icon
Microsoft
MSFT
+$12.9M
5
META icon
Meta Platforms (Facebook)
META
+$10.5M

Top Sells

1
+$21.7M
2
+$20.5M
3
+$14.3M
4
C icon
Citigroup
C
+$11.2M
5
LEA icon
Lear
LEA
+$8.79M

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
676
– –
-5,498
677
– –
-16,887
678
– –
-35,206
679
– –
-12,544
680
– –
-18
681
– –
-11,742
682
– –
-9,564
683
– –
-52,005
684
– –
-27,164
685
– –
-38,058
686
– –
-227
687
– –
-18,420
688
– –
-16,064
689
– –
-58,942
690
– –
-8,706
691
– –
-5,083
692
– –
-56,493
693
– –
-5,236
694
– –
-74,552
695
– –
-11,116
696
– –
-5,096
697
– –
-5,338
698
– –
-8,069
699
– –
-8,939
700
– –
-8,024
26 27
28
29 30