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
776
– –
-15,566
777
– –
-20,439
778
– –
-10,419
779
– –
-10,587
780
– –
-36,526
781
– –
-21,472
782
– –
-6,388
783
– –
-13,768
784
– –
-13,246
785
– –
-8,527
786
– –
-11,116
787
– –
-22,613
788
– –
-28,604
789
– –
-3,272
790
– –
-17,990
791
– –
-5,321
792
– –
-13,199
793
– –
-13,852
794
– –
-9,891
795
– –
-35,774
796
– –
-16,872
797
– –
-22,550
798
– –
-18,824
799
– –
-5,096
800
– –
-18,324
30 31
32
33 34