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
$9.38B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$25.7M
3
+$25.6M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$22.7M
5
NKE icon
Nike
NKE
+$21.2M

Top Sells

1
+$49.2M
2
+$29.9M
3
+$29.4M
4
EVRG icon
Evergy
EVRG
+$28.7M
5
PLD icon
Prologis
PLD
+$14M

Sector Composition

1 Technology 21.92%
2 Financials 15.46%
3 Healthcare 11.24%
4 Industrials 10.19%
5 Consumer Discretionary 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$733K 0.01%
7,527
-967
427
$723K 0.01%
24,416
+4,480
428
$705K 0.01%
8,213
-129
429
$704K 0.01%
2,999
-230
430
$686K 0.01%
+23,000
431
$676K 0.01%
+19,092
432
$676K 0.01%
+11,569
433
$669K 0.01%
16,915
434
$667K 0.01%
+12,724
435
$660K 0.01%
2,684
-385
436
$659K 0.01%
23,484
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437
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11,904
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438
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12,899
439
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+15,734
440
$647K 0.01%
18,057
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441
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8,105
-1,983
442
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443
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444
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6,860
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446
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8,292
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447
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42,428
+12,193
448
$626K 0.01%
2,457
-279
449
$622K 0.01%
5,080
-1,670
450
$612K 0.01%
11,270
+385
16 17
18
19 20