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
476
$228K ﹤0.01%
4,148
-1,368
477
$227K ﹤0.01%
1,028
+29
478
$224K ﹤0.01%
+1,002
479
$223K ﹤0.01%
3,459
-159
480
$223K ﹤0.01%
+2,504
481
$219K ﹤0.01%
+1,459
482
$216K ﹤0.01%
+4,056
483
$211K ﹤0.01%
+1,989
484
$204K ﹤0.01%
2,000
485
$201K ﹤0.01%
+1,071
486
$190K ﹤0.01%
19,219
487
$185K ﹤0.01%
+10,913
488
$148K ﹤0.01%
10,570
-4,755
489
$137K ﹤0.01%
+2,097
490
$66K ﹤0.01%
+10
491
$65K ﹤0.01%
+11,011
492
$56K ﹤0.01%
13,150
493
$30K ﹤0.01%
12,837
494
– –
-82,591
495
– –
-4,695
496
– –
-11,209
497
– –
-1,713
498
– –
-62,613
499
– –
-4,021
500
– –
-64,219
18 19
20
21 22