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
276
$2.13M 0.03%
15,878
+281
277
$2.13M 0.03%
23,916
-9,144
278
$2.1M 0.03%
+10,590
279
$2.09M 0.03%
9,623
+2,307
280
$2.06M 0.03%
6,417
-500
281
$2.05M 0.03%
+7,368
282
$2.05M 0.03%
45,269
+9,785
283
$2.05M 0.03%
18,594
+4,645
284
$2.05M 0.03%
59,950
+4,350
285
$2.04M 0.03%
8,736
+2,839
286
$2M 0.03%
18,187
-110
287
$1.99M 0.03%
+10,770
288
$1.92M 0.03%
42,376
+2,487
289
$1.91M 0.03%
11,369
+150
290
$1.91M 0.03%
12,640
+926
291
$1.86M 0.03%
+4
292
$1.85M 0.02%
30,323
+12,892
293
$1.82M 0.02%
17,168
+10,114
294
$1.79M 0.02%
56,545
+3,349
295
$1.75M 0.02%
34,721
-123
296
$1.75M 0.02%
6,799
+6
297
$1.73M 0.02%
15,772
+2,686
298
$1.69M 0.02%
39,149
+1,158
299
$1.66M 0.02%
67,898
+23,990
300
$1.66M 0.02%
80,247
+13,067
10 11
12
13 14