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
201
$1.4M 0.05%
30,902
-2,350
202
$1.39M 0.05%
18,487
+108
203
$1.36M 0.05%
86,070
+54,934
204
$1.35M 0.05%
51,987
+28,316
205
$1.34M 0.05%
14,731
-15,420
206
$1.33M 0.05%
+39,462
207
$1.33M 0.05%
19,097
+6,091
208
$1.3M 0.05%
98,773
+55,805
209
$1.29M 0.05%
49,496
-1,196
210
$1.29M 0.05%
+38,427
211
$1.26M 0.05%
23,239
+2,309
212
$1.26M 0.05%
+81,469
213
$1.25M 0.05%
+16,973
214
$1.25M 0.05%
139,537
-9,232
215
$1.23M 0.05%
36,156
+458
216
$1.22M 0.05%
33,790
+6,015
217
$1.22M 0.05%
28,127
-9,714
218
$1.22M 0.05%
28,095
+845
219
$1.21M 0.04%
16,481
+9,830
220
$1.21M 0.04%
36,027
+27,640
221
$1.18M 0.04%
150,153
+19,059
222
$1.17M 0.04%
74,716
+44,418
223
$1.16M 0.04%
+78,373
224
$1.16M 0.04%
21,377
+3,015
225
$1.16M 0.04%
38,977
-257
7 8
9
10 11