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
101
$9.21M 0.34%
249,127
+22,335
102
$9.2M 0.34%
113,355
-40,342
103
$9.07M 0.34%
115,036
-38,684
104
$9M 0.33%
166,848
-11,076
105
$8.91M 0.33%
99,019
-24,826
106
$8.8M 0.33%
98,543
+2,149
107
$8.79M 0.33%
+56,853
108
$8.69M 0.32%
153,499
-1,791
109
$8.65M 0.32%
84,575
+34,951
110
$8.61M 0.32%
359,792
+125,428
111
$8.29M 0.31%
466,782
+36,348
112
$8.27M 0.31%
245,526
-3,289
113
$8.01M 0.3%
67,569
-1,125
114
$7.91M 0.29%
84,781
+3,192
115
$7.89M 0.29%
224,462
-3,118
116
$7.77M 0.29%
148,123
-45,924
117
$7.69M 0.29%
263,482
-3,527
118
$7.37M 0.27%
94,312
+553
119
$7.33M 0.27%
164,033
-2,578
120
$7.22M 0.27%
313,948
-70,040
121
$7.16M 0.27%
228,220
-3,065
122
$7.08M 0.26%
+274,830
123
$7.03M 0.26%
66,514
-866
124
$6.73M 0.25%
195,900
-3,905
125
$6.47M 0.24%
90,498
-21,871
3 4
5
6 7