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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$18.6M
3
+$18.3M
4
MPC icon
Marathon Petroleum
MPC
+$15.8M
5
T icon
AT&T
T
+$12M

Top Sells

1
+$36.6M
2
+$34.5M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$286K 0.01%
+17,244
502
$284K 0.01%
+23,240
503
$282K 0.01%
+3,628
504
$279K 0.01%
+21,553
505
$278K 0.01%
+9,146
506
$278K 0.01%
+11,284
507
$277K 0.01%
+7,282
508
$273K 0.01%
+4,521
509
$273K 0.01%
4,740
-2,150
510
$272K 0.01%
+8,995
511
$272K 0.01%
+6,202
512
$269K 0.01%
+24,660
513
$266K 0.01%
+4,347
514
$266K 0.01%
17,182
515
$264K 0.01%
+11,502
516
$263K 0.01%
+3,943
517
$263K 0.01%
+5,552
518
$263K 0.01%
+5,712
519
$262K 0.01%
+4,938
520
$262K 0.01%
+8,083
521
$261K 0.01%
5,757
+1,657
522
$259K 0.01%
+2,327
523
$254K 0.01%
4,478
+1,807
524
$253K 0.01%
+2,959
525
$251K 0.01%
6,212
-4,013
19 20
21
22 23