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
$4.94B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$28.3M
3
+$26.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.7M
5
PYPL icon
PayPal
PYPL
+$21.8M

Top Sells

1
+$29.5M
2
+$27.7M
3
+$25.4M
4
RTX icon
RTX Corp
RTX
+$12M
5
CIEN icon
Ciena
CIEN
+$11.9M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.8%
3 Financials 14.21%
4 Consumer Staples 11.54%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$393K 0.01%
6,173
-208
427
$384K 0.01%
13,021
+5,370
428
$382K 0.01%
741
429
$382K 0.01%
6,428
+83
430
$379K 0.01%
1,864
-673
431
$377K 0.01%
15,740
+1,981
432
$375K 0.01%
5,437
433
$368K 0.01%
+9,967
434
$366K 0.01%
21,042
+1,107
435
$363K 0.01%
19,674
+63
436
$357K 0.01%
+70,194
437
$356K 0.01%
+24,753
438
$355K 0.01%
12,600
+20
439
$352K 0.01%
2,786
+513
440
$344K 0.01%
+26,216
441
$342K 0.01%
35,914
-9,658
442
$341K 0.01%
3,770
+2
443
$339K 0.01%
4,299
+1,346
444
$338K 0.01%
23,512
-696
445
$332K 0.01%
+25,707
446
$331K 0.01%
8,329
-3,475
447
$327K 0.01%
31,256
-4,756
448
$326K 0.01%
44,174
449
$324K 0.01%
+23,000
450
$324K 0.01%
5,139
-1,329
16 17
18
19 20