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
251
$2.57M 0.03%
39,363
-9,937
252
$2.56M 0.03%
31,925
+201
253
$2.53M 0.03%
51,236
+4,361
254
$2.53M 0.03%
27,246
-64,176
255
$2.5M 0.03%
10,225
-79,547
256
$2.5M 0.03%
25,742
-37,521
257
$2.5M 0.03%
24,635
-213
258
$2.46M 0.03%
+9,567
259
$2.46M 0.03%
38,087
+6,818
260
$2.45M 0.03%
+20,985
261
$2.44M 0.03%
25,601
+460
262
$2.43M 0.03%
+27,231
263
$2.41M 0.03%
35,472
-56,640
264
$2.38M 0.03%
24,100
+465
265
$2.37M 0.03%
47,078
-25,747
266
$2.37M 0.03%
+40,652
267
$2.36M 0.03%
+26,399
268
$2.33M 0.03%
+95,986
269
$2.28M 0.03%
6,067
-547
270
$2.26M 0.03%
+84,960
271
$2.25M 0.03%
+46,909
272
$2.25M 0.03%
64,811
+4,754
273
$2.24M 0.03%
+28,385
274
$2.17M 0.03%
9,499
+176
275
$2.15M 0.03%
1,408
+1,199
9 10
11
12 13