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
376
$932K 0.01%
+40,413
377
$931K 0.01%
20,618
+1,750
378
$929K 0.01%
+40,921
379
$910K 0.01%
+5,197
380
$909K 0.01%
+59,507
381
$889K 0.01%
18,190
+5,860
382
$887K 0.01%
20,028
+1,333
383
$887K 0.01%
+66,041
384
$861K 0.01%
50,497
+462
385
$854K 0.01%
47,821
+4,051
386
$852K 0.01%
+57,909
387
$850K 0.01%
28,964
-3,046
388
$847K 0.01%
13,576
+2,267
389
$835K 0.01%
3,588
+310
390
$835K 0.01%
13,196
-230
391
$829K 0.01%
2,016
+167
392
$826K 0.01%
23,261
-866
393
$810K 0.01%
4,025
+202
394
$794K 0.01%
95,017
+21,167
395
$793K 0.01%
18,790
+4,224
396
$792K 0.01%
4,065
+176
397
$788K 0.01%
15,224
-2,227
398
$786K 0.01%
13,211
+1,803
399
$780K 0.01%
24,800
-2,923
400
$777K 0.01%
6,147
-6,598
14 15
16
17 18