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
751
– –
-25,505
752
– –
-6,936
753
– –
-13,694
754
– –
-15,984
755
– –
-34,703
756
– –
-10,808
757
– –
-63,408
758
– –
-6,290
759
– –
-30,105
760
– –
-15,477
761
– –
-215,440
762
– –
-19,561
763
– –
-30,002
764
– –
-30,090
765
– –
-18,192
766
– –
-8,622
767
– –
-19,171
768
– –
-836,244
769
– –
-45,608
770
– –
-69,657
771
– –
-155,424
772
– –
-21,022
773
– –
-11,051
774
– –
-25,956
775
– –
-10,838
29 30
31
32 33