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
126
$6.44M 0.24%
432,296
-7,820
127
$6.38M 0.24%
64,606
+17,470
128
$6.36M 0.24%
56,068
-1,030
129
$6.04M 0.22%
58,640
-6,602
130
$5.81M 0.22%
89,419
-1,173
131
$5.68M 0.21%
273,005
-5,597
132
$5.67M 0.21%
95,784
-781
133
$5.2M 0.19%
161,101
-113,548
134
$5.15M 0.19%
42,998
+72
135
$5.14M 0.19%
55,764
+45,778
136
$5.07M 0.19%
177,600
-2,634
137
$4.99M 0.18%
76,299
-1,335
138
$4.97M 0.18%
+295,820
139
$4.77M 0.18%
209,648
-35,624
140
$4.72M 0.17%
337,790
-1,779
141
$4.64M 0.17%
75,526
+58,918
142
$4.57M 0.17%
33,387
+4,374
143
$4.48M 0.17%
189,588
+162,915
144
$4.26M 0.16%
81,503
-1,332
145
$4.25M 0.16%
32,985
-570
146
$4.13M 0.15%
85,557
-1,226
147
$4.12M 0.15%
+12,893
148
$3.92M 0.15%
86,158
-422
149
$3.76M 0.14%
143,835
-2,286
150
$3.74M 0.14%
102,225
-1,609
4 5
6
7 8