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 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$286K ﹤0.01%
1,603
-15,375
527
$286K ﹤0.01%
14,426
+748
528
$285K ﹤0.01%
+3,455
529
$284K ﹤0.01%
14,739
530
$282K ﹤0.01%
3,215
+452
531
$282K ﹤0.01%
33,950
-4,040
532
$282K ﹤0.01%
+11,282
533
$282K ﹤0.01%
7,286
+486
534
$281K ﹤0.01%
7,993
+907
535
$276K ﹤0.01%
6,176
+726
536
$274K ﹤0.01%
+16,059
537
$273K ﹤0.01%
3,652
-1,596
538
$273K ﹤0.01%
+11,861
539
$272K ﹤0.01%
+11,791
540
$271K ﹤0.01%
2,550
+86
541
$269K ﹤0.01%
3,229
+20
542
$267K ﹤0.01%
1,308
543
$266K ﹤0.01%
2,525
+14
544
$266K ﹤0.01%
38,194
-5,471
545
$262K ﹤0.01%
1,960
546
$260K ﹤0.01%
+3,783
547
$256K ﹤0.01%
+7,594
548
$255K ﹤0.01%
11,000
549
$248K ﹤0.01%
+5,856
550
$245K ﹤0.01%
7,613
-61
20 21
22
23 24