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
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$12.1M
5
ABBV icon
AbbVie
ABBV
+$11M

Top Sells

1
+$18M
2
+$16.6M
3
+$15.4M
4
CSCO icon
Cisco
CSCO
+$12.5M
5
IBM icon
IBM
IBM
+$11M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$319K 0.01%
16,402
+2,639
527
$317K 0.01%
15,984
-17,542
528
$317K 0.01%
15,063
+2,039
529
$313K 0.01%
+16,136
530
$313K 0.01%
5,216
+546
531
$309K 0.01%
+15,398
532
$308K 0.01%
31,681
+10,329
533
$306K 0.01%
5,905
-10,826
534
$306K 0.01%
3,887
-3,993
535
$305K 0.01%
+30,090
536
$305K 0.01%
9,826
-5,987
537
$304K 0.01%
5,777
-195
538
$303K 0.01%
+155,424
539
$303K 0.01%
7,518
-1,030
540
$303K 0.01%
13,460
-4,924
541
$303K 0.01%
3,753
-606
542
$300K 0.01%
+6,563
543
$300K 0.01%
+7,520
544
$299K 0.01%
+7,271
545
$299K 0.01%
+18,946
546
$298K 0.01%
+5,872
547
$296K 0.01%
+10,932
548
$295K 0.01%
7,228
-728
549
$295K 0.01%
2,760
-10,434
550
$294K 0.01%
5,276
+859
20 21
22
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