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ZIM

Zacks Investment Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.26B
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$33.3M
3
+$21.8M
4
AAPL icon
Apple
AAPL
+$14.8M
5
CASH icon
Pathward Financial
CASH
+$10.5M

Top Sells

1
+$57.6M
2
+$54.2M
3
+$30.3M
4
NVDA icon
NVIDIA
NVDA
+$26.1M
5
FDX icon
FedEx
FDX
+$16.9M

Sector Composition

1 Technology 16.31%
2 Financials 15.98%
3 Healthcare 15.2%
4 Consumer Staples 10.98%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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579
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-5,606
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