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
76
$12.5M 0.46%
200,109
-3,379
77
$12.5M 0.46%
119,926
-3,348
78
$12.4M 0.46%
650,372
-198,704
79
$12.2M 0.45%
187,564
+17,353
80
$12.1M 0.45%
468,869
+143,401
81
$12M 0.45%
362,758
+29,240
82
$11.8M 0.44%
196,517
+164,969
83
$11.7M 0.43%
256,818
-29,358
84
$11.3M 0.42%
91,601
+3,716
85
$11.3M 0.42%
115,957
-13,261
86
$11.1M 0.41%
618,027
+91,633
87
$11M 0.41%
318,597
-53,915
88
$10.8M 0.4%
147,411
-43,183
89
$10.8M 0.4%
111,302
-18,616
90
$10.6M 0.39%
93,568
-2,138
91
$10.6M 0.39%
385,112
-52,242
92
$10.4M 0.39%
146,951
+34,680
93
$10.3M 0.38%
123,499
-2,189
94
$9.87M 0.37%
424,304
-119,586
95
$9.8M 0.36%
125,144
-35,555
96
$9.68M 0.36%
265,654
+250,093
97
$9.63M 0.36%
1,751,390
-21,000
98
$9.55M 0.35%
188,783
-47,945
99
$9.49M 0.35%
538,363
+12,955
100
$9.36M 0.35%
127,263
-11,808
2 3
4
5 6