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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
$2.7B
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
651
$142K 0.01%
+19,139
652
$108K ﹤0.01%
16,164
653
$87K ﹤0.01%
+13,019
654
$55K ﹤0.01%
1,193
+103
655
$34K ﹤0.01%
+718
656
– –
-15,566
657
– –
-20,439
658
– –
-10,419
659
– –
-10,587
660
– –
-36,526
661
– –
-14,283
662
– –
-90,924
663
– –
-13,847
664
– –
-2
665
– –
-22,048
666
– –
-42,300
667
– –
-2,065
668
– –
-32,434
669
– –
-9,071
670
– –
-11,863
671
– –
-19,381
672
– –
-34,070
673
– –
-5,714
674
– –
-3,577
675
– –
-33,733
25 26
27
28 29