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
551
$245K ﹤0.01%
4,835
-200,467
552
$244K ﹤0.01%
+6,079
553
$243K ﹤0.01%
+357
554
$240K ﹤0.01%
+1,817
555
$240K ﹤0.01%
1,439
-43,783
556
$238K ﹤0.01%
+5,252
557
$236K ﹤0.01%
14,827
+421
558
$233K ﹤0.01%
4,028
+252
559
$232K ﹤0.01%
2,224
+67
560
$232K ﹤0.01%
3,644
-120
561
$228K ﹤0.01%
6,688
+158
562
$226K ﹤0.01%
12,705
+2,391
563
$225K ﹤0.01%
1,158
+156
564
$224K ﹤0.01%
+5,416
565
$222K ﹤0.01%
3,563
-3,628
566
$220K ﹤0.01%
3,498
567
$218K ﹤0.01%
4,127
+127
568
$217K ﹤0.01%
5,700
569
$216K ﹤0.01%
+5,658
570
$214K ﹤0.01%
1,016
-141
571
$214K ﹤0.01%
+869
572
$213K ﹤0.01%
2,852
-1,744
573
$213K ﹤0.01%
+944
574
$212K ﹤0.01%
19,219
575
$211K ﹤0.01%
+922
21 22
23
24 25