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
351
$1.06M 0.01%
74,750
+23,499
352
$1.06M 0.01%
+64,184
353
$1.05M 0.01%
6,917
+2,317
354
$1.05M 0.01%
+9,228
355
$1.05M 0.01%
46,030
+3,541
356
$1.04M 0.01%
+23,436
357
$1.03M 0.01%
+43,025
358
$1.03M 0.01%
32,088
+4,230
359
$1.03M 0.01%
44,853
-68,136
360
$1.03M 0.01%
11,068
-3,055
361
$1.03M 0.01%
+87,890
362
$1.02M 0.01%
35,814
+3,663
363
$1.01M 0.01%
29,966
+90
364
$1M 0.01%
10,453
-75
365
$1M 0.01%
16,357
-7,696
366
$992K 0.01%
14,191
-79,212
367
$989K 0.01%
5,806
-190
368
$986K 0.01%
7,587
-37,015
369
$979K 0.01%
+105,205
370
$974K 0.01%
+28,999
371
$963K 0.01%
10,633
+14
372
$960K 0.01%
29,730
-2,021
373
$956K 0.01%
+24,349
374
$944K 0.01%
28,910
-861,443
375
$943K 0.01%
34,452
+6,736
13 14
15
16 17