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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
$2.82B
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
651
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-13,710
652
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-9,330
653
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-22,168
654
– –
-28,441
655
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-46,100
656
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-9,156
657
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-11,108
658
– –
-731
659
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-18,390
660
– –
-3,569
661
– –
-36,855
662
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-16,700
663
– –
-15,501
664
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-18,487
665
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-15,908
666
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-8,967
667
– –
-22,229
668
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-19,139
669
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-46,393
670
– –
-9,832
671
– –
-12,699
672
– –
-4,098
673
– –
-19,801
674
– –
-265,676
675
– –
-15,503
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