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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$13.9M
3
+$13.7M
4
GEN icon
Gen Digital
GEN
+$12.5M
5
RTX icon
RTX Corp
RTX
+$10.8M

Top Sells

1
+$21M
2
+$17.5M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.7M
5
IVZ icon
Invesco
IVZ
+$12M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$231K 0.01%
1,771
-2
627
$231K 0.01%
4,480
628
$226K 0.01%
5,661
-3,689
629
$223K 0.01%
3,654
-7,179
630
$223K 0.01%
11,006
-16
631
$223K 0.01%
+11,781
632
$220K 0.01%
10,359
-2,808
633
$218K 0.01%
+3,215
634
$218K 0.01%
+10,826
635
$218K 0.01%
+9,878
636
$217K 0.01%
4,244
-616
637
$211K 0.01%
2,869
-722
638
$210K 0.01%
+15,624
639
$208K 0.01%
+5,638
640
$207K 0.01%
16,823
-2,551
641
$180K 0.01%
16,932
+100
642
$162K 0.01%
+12,341
643
$151K 0.01%
25,730
-6,091
644
$116K ﹤0.01%
+19,457
645
$79K ﹤0.01%
+16,439
646
$65K ﹤0.01%
11,000
-5,164
647
$62K ﹤0.01%
1,294
+101
648
$34K ﹤0.01%
718
649
$6K ﹤0.01%
+143
650
– –
-5,299
24 25
26
27 28