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
$4.55B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$31.9M
3
+$26M
4
RTX icon
RTX Corp
RTX
+$12.1M
5
ABBV icon
AbbVie
ABBV
+$10.4M

Top Sells

1
+$42.7M
2
+$19.6M
3
+$17.7M
4
STLD icon
Steel Dynamics
STLD
+$15.5M
5
HD icon
Home Depot
HD
+$14.7M

Sector Composition

1 Technology 18.12%
2 Healthcare 15.06%
3 Financials 14.64%
4 Consumer Staples 10.68%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-38,515
552
– –
-11,457
553
– –
-8,792
554
– –
-9,045
555
– –
-16,463
556
– –
-27,754
557
– –
-16,993
558
– –
-3,289
559
– –
-15,540
560
– –
-148,543
561
– –
-7,567
562
– –
-13,617
563
– –
-14,827
564
– –
-79,370
565
– –
-22,944
566
– –
-45,908
567
– –
-13,109
568
– –
-15,732
569
– –
-17,371
570
– –
-19,580
571
– –
-10,531
572
– –
-11,620
573
– –
-20,904
574
– –
-108,905
575
– –
-42,724
21 22
23
24 25