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
151
$3.73M 0.14%
47,949
+35,856
152
$3.71M 0.14%
128,835
-3,477
153
$3.49M 0.13%
48,046
-1,045
154
$3.47M 0.13%
+34,962
155
$3.32M 0.12%
100,862
+114
156
$3.25M 0.12%
125,746
-664
157
$3.18M 0.12%
46,207
+25,830
158
$3.04M 0.11%
29,286
-456
159
$3.01M 0.11%
42,805
+21,490
160
$2.92M 0.11%
98,916
-1,453
161
$2.83M 0.1%
69,108
+2,191
162
$2.79M 0.1%
43,687
-691
163
$2.65M 0.1%
87,208
-49,322
164
$2.63M 0.1%
26,981
+5,115
165
$2.58M 0.1%
43,720
+15,091
166
$2.52M 0.09%
41,007
-1,064
167
$2.37M 0.09%
18,969
+1,678
168
$2.31M 0.09%
15,436
+11,438
169
$2.28M 0.08%
12,400
-4,389
170
$2.27M 0.08%
+15,715
171
$2.26M 0.08%
34,095
-537
172
$2.25M 0.08%
64,724
-3,482
173
$2.14M 0.08%
+265,676
174
$2.11M 0.08%
+96,108
175
$2.08M 0.08%
78,716
+67,683
5 6
7
8 9