ZIM

Zacks Investment Management Portfolio holdings

AUM $12.7B
1-Year Est. Return 27.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.46B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$25M
3
+$23M
4
AAPL icon
Apple
AAPL
+$20.4M
5
META icon
Meta Platforms (Facebook)
META
+$19.5M

Top Sells

1
+$52M
2
+$50.6M
3
+$39.7M
4
WTFC icon
Wintrust Financial
WTFC
+$36.3M
5
WEC icon
WEC Energy
WEC
+$35.6M

Sector Composition

1 Technology 18.83%
2 Financials 13.8%
3 Healthcare 13.67%
4 Consumer Staples 11.16%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.22M 0.04%
39,287
+1,536
227
$3.18M 0.04%
68,871
+976
228
$3.16M 0.04%
14,308
-168
229
$3.12M 0.04%
20,190
+1,964
230
$3.08M 0.04%
17,168
+710
231
$2.94M 0.04%
5,391
+62
232
$2.92M 0.04%
98,571
-4,148
233
$2.88M 0.04%
+53,303
234
$2.87M 0.04%
32,374
-40,449
235
$2.81M 0.04%
35,236
+361
236
$2.8M 0.04%
55,645
-8,692
237
$2.76M 0.04%
9,092
+184
238
$2.74M 0.04%
29,801
-22
239
$2.72M 0.04%
168,525
-762
240
$2.7M 0.04%
32,779
-4,299
241
$2.69M 0.04%
+28,464
242
$2.68M 0.04%
71,928
+6,257
243
$2.66M 0.04%
+46,381
244
$2.64M 0.04%
14,259
-624
245
$2.62M 0.04%
+105,049
246
$2.61M 0.03%
+23,569
247
$2.61M 0.03%
158,093
+11,799
248
$2.6M 0.03%
76,202
+1,372
249
$2.6M 0.03%
76,602
-3,351
250
$2.58M 0.03%
10,613
+736
8 9
10
11 12