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
51
$15.9M 0.59%
925,995
+456,031
52
$15.8M 0.59%
332,168
+26,430
53
$15.5M 0.57%
414,507
+30,520
54
$15.1M 0.56%
786,968
+88,788
55
$15M 0.56%
160,160
+9,876
56
$14.9M 0.55%
214,577
+16,841
57
$14.8M 0.55%
417,755
-7,785
58
$14.7M 0.54%
606,872
+42,734
59
$14.6M 0.54%
322,823
-7,408
60
$14.6M 0.54%
70,938
+739
61
$14.5M 0.54%
171,392
+4,171
62
$14.4M 0.53%
163,587
+3,633
63
$14.3M 0.53%
282,930
+23,061
64
$14.1M 0.52%
176,257
-2,435
65
$14M 0.52%
402,787
-72,001
66
$13.6M 0.5%
254,928
+20,193
67
$13.6M 0.5%
550,891
+43,061
68
$13.5M 0.5%
327,878
-4,519
69
$13.3M 0.49%
171,432
-2,910
70
$13M 0.48%
219,981
+61,322
71
$12.9M 0.48%
354,723
-8,694
72
$12.9M 0.48%
171,645
+13,177
73
$12.8M 0.47%
305,823
+24,223
74
$12.6M 0.47%
145,017
+11,760
75
$12.5M 0.46%
141,770
-21,689
1 2
3
4 5