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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$13.9M
3
+$13.7M
4
GEN icon
Gen Digital
GEN
+$12.5M
5
RTX icon
RTX Corp
RTX
+$10.8M

Top Sells

1
+$21M
2
+$17.5M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.7M
5
IVZ icon
Invesco
IVZ
+$12M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$543K 0.02%
7,552
-792
402
$542K 0.02%
13,408
-4,387
403
$537K 0.02%
4,548
+524
404
$536K 0.02%
18,272
-1,071
405
$533K 0.02%
+10,709
406
$528K 0.02%
13,744
-736
407
$527K 0.02%
15,435
-868
408
$526K 0.02%
+20,148
409
$526K 0.02%
+18,945
410
$526K 0.02%
+36,792
411
$523K 0.02%
+12,542
412
$518K 0.02%
12,701
-451,936
413
$517K 0.02%
+27,328
414
$516K 0.02%
+47,383
415
$516K 0.02%
+14,473
416
$515K 0.02%
3,724
-3,001
417
$515K 0.02%
21,764
-1,213
418
$514K 0.02%
48,980
-32,981
419
$512K 0.02%
+25,787
420
$511K 0.02%
10,471
+488
421
$508K 0.02%
+17,788
422
$507K 0.02%
13,770
-22,386
423
$506K 0.02%
14,794
+1,218
424
$505K 0.02%
100,944
+10,089
425
$505K 0.02%
+19,144
15 16
17
18 19