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
601
$115K ﹤0.01%
10,983
-79,229
602
$108K ﹤0.01%
55,801
603
$105K ﹤0.01%
+11,195
604
$97.6K ﹤0.01%
12,275
-52,113
605
$94.7K ﹤0.01%
13,202
606
$89.6K ﹤0.01%
+24,271
607
$76.8K ﹤0.01%
+12,080
608
$74.4K ﹤0.01%
+206
609
$69.4K ﹤0.01%
+26,000
610
$66.8K ﹤0.01%
+14,652
611
$65.5K ﹤0.01%
33,223
-325,109
612
$58.8K ﹤0.01%
14,844
-6,227
613
$52.8K ﹤0.01%
+10,029
614
$52K ﹤0.01%
19,052
+1,506
615
$50K ﹤0.01%
4,165
616
$35.5K ﹤0.01%
+10,378
617
$32.2K ﹤0.01%
13,892
618
$31.9K ﹤0.01%
+10,733
619
$25.6K ﹤0.01%
542
620
$22.4K ﹤0.01%
+3,004
621
$20.9K ﹤0.01%
+2,403
622
$19.2K ﹤0.01%
13,150
623
$14.2K ﹤0.01%
11,851
-6,566
624
$8.26K ﹤0.01%
+13,493
625
– –
-44,034
23 24
25
26 27