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
$2.7B
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
– –
-30,281
657
– –
-3,887
658
– –
-14,726
659
– –
-8,408
660
– –
-16,070
661
– –
-8,611
662
– –
-28,708
663
– –
-38,006
664
– –
-32,507
665
– –
-78,485
666
– –
-15,576
667
– –
-2,231
668
– –
-10,821
669
– –
-14,073
670
– –
-9,645
671
– –
-34,328
672
– –
-12,898
673
– –
-7,271
674
– –
-21,841
675
– –
-55,624
25 26
27
28 29