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
526
$249K 0.01%
12,432
-25,957
527
$248K 0.01%
+3,801
528
$244K 0.01%
2,784
-5,475
529
$244K 0.01%
7,346
-542
530
$243K 0.01%
+4,488
531
$241K 0.01%
+8,647
532
$240K 0.01%
4,046
-4
533
$239K 0.01%
17,637
-2,142
534
$230K 0.01%
+14,441
535
$229K 0.01%
+16,940
536
$229K 0.01%
+6,437
537
$229K 0.01%
2,296
-62,375
538
$225K 0.01%
+24,517
539
$224K 0.01%
+6,958
540
$220K 0.01%
+687
541
$218K 0.01%
+4,522
542
$217K 0.01%
+2,506
543
$216K 0.01%
+4,449
544
$211K 0.01%
+14,507
545
$211K 0.01%
+15,879
546
$209K 0.01%
+9,296
547
$206K 0.01%
9,005
-72,547
548
$206K 0.01%
+2,996
549
$206K 0.01%
+17,003
550
$203K 0.01%
+339
20 21
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