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
176
$2.02M 0.07%
+79,746
177
$2M 0.07%
65,012
+27,710
178
$1.95M 0.07%
33,101
+17,059
179
$1.95M 0.07%
112,260
-2,248
180
$1.92M 0.07%
17,171
+15,132
181
$1.9M 0.07%
72,521
+62,082
182
$1.88M 0.07%
30,039
-833
183
$1.75M 0.06%
88,478
-2,153
184
$1.71M 0.06%
90,425
-27
185
$1.64M 0.06%
+49,058
186
$1.63M 0.06%
15,163
+4,121
187
$1.61M 0.06%
+32,698
188
$1.61M 0.06%
76,915
+4,498
189
$1.59M 0.06%
22,328
+17,725
190
$1.57M 0.06%
+18,508
191
$1.55M 0.06%
+17,002
192
$1.53M 0.06%
+55,744
193
$1.51M 0.06%
50,340
-1,494
194
$1.49M 0.06%
15,494
+1,635
195
$1.47M 0.05%
19,949
+9,246
196
$1.46M 0.05%
+86,690
197
$1.44M 0.05%
32,023
+34
198
$1.42M 0.05%
+41,950
199
$1.42M 0.05%
+1,192
200
$1.42M 0.05%
+50,346
6 7
8
9 10