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
551
$203K 0.01%
+7,321
552
$202K 0.01%
+8,824
553
$201K 0.01%
6,780
-15,604
554
$198K 0.01%
+21,993
555
$198K 0.01%
+19,571
556
$198K 0.01%
+16,228
557
$196K 0.01%
+16,605
558
$192K 0.01%
+16,116
559
$189K 0.01%
+11,340
560
$188K 0.01%
10,122
-1,352
561
$188K 0.01%
+11,792
562
$185K 0.01%
+10,687
563
$181K 0.01%
+13,200
564
$176K 0.01%
19,231
-3,254
565
$175K 0.01%
+21,721
566
$169K 0.01%
+19,150
567
$166K 0.01%
+17,282
568
$163K 0.01%
+10,794
569
$160K 0.01%
+11,380
570
$156K ﹤0.01%
+1,905
571
$150K ﹤0.01%
+2,336
572
$146K ﹤0.01%
+31,239
573
$146K ﹤0.01%
+12,628
574
$140K ﹤0.01%
+57,065
575
$139K ﹤0.01%
+12,838
21 22
23
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