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
$2.7B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
870
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$21.5M
3
+$15.6M
4
MSFT icon
Microsoft
MSFT
+$12.9M
5
META icon
Meta Platforms (Facebook)
META
+$10.5M

Top Sells

1
+$21.7M
2
+$20.5M
3
+$14.3M
4
C icon
Citigroup
C
+$11.2M
5
LEA icon
Lear
LEA
+$8.79M

Sector Composition

1 Financials 19.16%
2 Industrials 12.56%
3 Healthcare 11.53%
4 Technology 9.62%
5 Energy 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$233K 0.01%
5,838
+963
602
$233K 0.01%
4,860
-196
603
$231K 0.01%
+7,512
604
$230K 0.01%
+3,565
605
$230K 0.01%
3,639
-4,672
606
$230K 0.01%
+8,642
607
$229K 0.01%
2,641
-1,424
608
$229K 0.01%
6,948
-25,791
609
$228K 0.01%
45,430
-97,020
610
$227K 0.01%
+6,032
611
$227K 0.01%
+17,935
612
$226K 0.01%
+28,994
613
$226K 0.01%
+22,168
614
$226K 0.01%
+8,922
615
$225K 0.01%
+7,954
616
$224K 0.01%
+9,330
617
$222K 0.01%
+3,569
618
$222K 0.01%
+9,423
619
$221K 0.01%
10,910
-10,346
620
$220K 0.01%
+11,710
621
$220K 0.01%
+71,248
622
$219K 0.01%
5,366
+46
623
$219K 0.01%
+4,480
624
$219K 0.01%
+731
625
$218K 0.01%
+9,593
23 24
25
26 27