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
451
$492K 0.01%
8,500
452
$491K 0.01%
2,455
+767
453
$489K 0.01%
14,188
+20
454
$485K 0.01%
6,537
-346
455
$476K 0.01%
19,512
+1,311
456
$470K 0.01%
55,000
457
$469K 0.01%
10,751
+51
458
$464K 0.01%
17,107
+3,189
459
$457K 0.01%
20,900
-532
460
$454K 0.01%
+20,780
461
$452K 0.01%
+19,766
462
$452K 0.01%
+22,008
463
$450K 0.01%
+21,332
464
$447K 0.01%
38,527
+4,998
465
$444K 0.01%
4,988
466
$442K 0.01%
14,754
+121
467
$439K 0.01%
17,304
+4,628
468
$439K 0.01%
904
-15,281
469
$431K 0.01%
2,801
-1,341
470
$425K 0.01%
926
+46
471
$424K 0.01%
947
-115
472
$423K 0.01%
16,915
473
$423K 0.01%
10,941
474
$420K 0.01%
1,467
-2
475
$412K 0.01%
9,706
17 18
19
20 21