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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
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$12.1M
5
ABBV icon
AbbVie
ABBV
+$11M

Top Sells

1
+$18M
2
+$16.6M
3
+$15.4M
4
CSCO icon
Cisco
CSCO
+$12.5M
5
IBM icon
IBM
IBM
+$11M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$51K ﹤0.01%
+1,090
652
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-12,371
653
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-185,988
654
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-8,813
655
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656
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-11,572
657
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-261,825
658
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-6,912
659
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660
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-52,913
661
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-33,078
662
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663
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-12,038
664
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-18,893
665
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-37,350
666
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-26,970
667
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668
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669
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-5,000
670
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-1,027
671
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672
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-18,855
673
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-5,931
674
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-32,013
675
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