ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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
1
$52.8M 1.96%
1,732,990
+194,206
2
$49.2M 1.82%
503,394
+23,813
3
$48.6M 1.8%
977,765
+51,781
4
$46.1M 1.71%
387,927
+15,072
5
$43.3M 1.61%
401,604
+17,328
6
$41.3M 1.53%
867,427
+104,334
7
$40.7M 1.51%
514,192
+24,266
8
$40.1M 1.49%
1,513,854
+70,257
9
$39.8M 1.47%
655,360
+52,165
10
$39.5M 1.46%
729,832
+57,511
11
$39.3M 1.45%
399,620
+59,054
12
$36.9M 1.37%
117,466
+4,337
13
$36.7M 1.36%
522,254
+133,330
14
$34.7M 1.29%
846,901
+344,317
15
$34.6M 1.28%
1,357,995
+960,450
16
$31.3M 1.16%
251,872
+19,630
17
$30.1M 1.11%
373,223
+20,778
18
$30M 1.11%
700,729
+33,210
19
$30M 1.11%
239,029
+6,364
20
$28.6M 1.06%
175,259
+36,146
21
$28.6M 1.06%
291,682
+32,913
22
$28.1M 1.04%
569,599
+23,885
23
$26.3M 0.97%
310,183
+7,828
24
$25.2M 0.93%
408,699
+19,043
25
$25.1M 0.93%
908,954
+8,512
1
2 3 4 5