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
$5.62B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$34.4M
3
+$27M
4
EL icon
Estee Lauder
EL
+$11.3M
5
GGG icon
Graco
GGG
+$7.06M

Top Sells

1
+$38.4M
2
+$32.6M
3
+$31.7M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$22.2M
5
PARA
Paramount Global Class B
PARA
+$19.9M

Sector Composition

1 Financials 19.19%
2 Technology 16.4%
3 Healthcare 12.63%
4 Consumer Staples 10.4%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$452K 0.01%
6,059
-268
427
$450K 0.01%
+4,974
428
$448K 0.01%
20,577
-288
429
$436K 0.01%
5,753
-3,358
430
$423K 0.01%
741
431
$419K 0.01%
18,461
-11,480
432
$411K 0.01%
+4,511
433
$411K 0.01%
2,771
+1,109
434
$410K 0.01%
16,851
-10,011
435
$405K 0.01%
1,666
-19,268
436
$404K 0.01%
2,920
-11
437
$396K 0.01%
+22,308
438
$395K 0.01%
12,150
-11,700
439
$390K 0.01%
15,426
-24,098
440
$382K 0.01%
+11,537
441
$380K 0.01%
3,212
+443
442
$378K 0.01%
+14,022
443
$364K 0.01%
14,670
-528
444
$361K 0.01%
+3,459
445
$354K 0.01%
3,472
446
$346K 0.01%
25,837
-10,781
447
$344K 0.01%
12,565
+1,410
448
$337K 0.01%
20,792
-3,288
449
$334K 0.01%
10,941
450
$331K 0.01%
924
+139
16 17
18
19 20