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
426
$616K 0.01%
3,362
-479
427
$603K 0.01%
18,761
-97
428
$596K 0.01%
2,919
-3,321
429
$594K 0.01%
17,409
-909,700
430
$593K 0.01%
9,267
431
$573K 0.01%
33,258
-479
432
$570K 0.01%
16,312
-500
433
$567K 0.01%
14,942
434
$565K 0.01%
17,648
-199
435
$557K 0.01%
8,639
-2,320
436
$556K 0.01%
+3,153
437
$544K 0.01%
75,643
+7,324
438
$542K 0.01%
+10,743
439
$541K 0.01%
9,991
+1,128
440
$534K 0.01%
+37,717
441
$532K 0.01%
7,068
+372
442
$529K 0.01%
+21,241
443
$529K 0.01%
3,809
-270
444
$529K 0.01%
14,109
445
$522K 0.01%
13,186
+1,614
446
$521K 0.01%
1,654
-13,031
447
$514K 0.01%
9,690
448
$504K 0.01%
6,674
449
$504K 0.01%
10,690
+2,473
450
$503K 0.01%
2,938
+204
16 17
18
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