We are live on ! Find out more
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
$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 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-8,287
627
– –
-37,492
628
– –
-33,070
629
– –
-9,028
630
– –
-1,217
631
– –
-17,682
632
– –
-9,315
633
– –
-21,655
634
– –
-4,294
635
– –
-708
636
– –
-44,034
637
– –
-5,028
638
– –
-4,790
639
– –
-60,405
640
– –
-18,918
641
– –
-32,873
642
– –
-7,766
643
– –
-12,077
644
– –
-43,989
645
– –
-14,146
646
– –
-5,729
647
– –
-13,718
648
– –
-65,133
649
– –
-24,867
650
– –
-19,964
24 25
26
27 28