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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$18.6M
3
+$18.3M
4
MPC icon
Marathon Petroleum
MPC
+$15.8M
5
T icon
AT&T
T
+$12M

Top Sells

1
+$36.6M
2
+$34.5M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.55M 0.05%
28,872
+10,655
252
$1.53M 0.05%
+34,240
253
$1.49M 0.05%
76,656
+24,096
254
$1.49M 0.05%
52,431
+11,088
255
$1.48M 0.05%
62,818
+30,061
256
$1.46M 0.05%
+15,345
257
$1.45M 0.05%
42,121
-2,545
258
$1.42M 0.05%
18,243
+5,637
259
$1.41M 0.04%
+113,984
260
$1.41M 0.04%
+36,867
261
$1.41M 0.04%
28,942
-1,657
262
$1.41M 0.04%
8,921
+652
263
$1.4M 0.04%
18,473
+10,551
264
$1.38M 0.04%
21,170
+1,857
265
$1.36M 0.04%
28,541
+3,493
266
$1.36M 0.04%
51,706
-5,428
267
$1.35M 0.04%
57,362
+2,095
268
$1.33M 0.04%
49,419
+18,616
269
$1.32M 0.04%
+14,337
270
$1.32M 0.04%
24,851
+9,206
271
$1.31M 0.04%
19,779
+11,013
272
$1.3M 0.04%
84,684
-3,120
273
$1.3M 0.04%
17,336
+1,219
274
$1.28M 0.04%
30,118
-211
275
$1.27M 0.04%
41,316
+6
9 10
11
12 13