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
$9.38B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$25.7M
3
+$25.6M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$22.7M
5
NKE icon
Nike
NKE
+$21.2M

Top Sells

1
+$49.2M
2
+$29.9M
3
+$29.4M
4
EVRG icon
Evergy
EVRG
+$28.7M
5
PLD icon
Prologis
PLD
+$14M

Sector Composition

1 Technology 21.92%
2 Financials 15.46%
3 Healthcare 11.24%
4 Industrials 10.19%
5 Consumer Discretionary 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-31,916
652
– –
-15,922
653
– –
-20,268
654
– –
-3,354
655
– –
-7,736
656
– –
-8,032
657
– –
-1,060
658
– –
-18,376
659
– –
-87,364
660
– –
-15,267
661
– –
-12,415
662
– –
-43,184
663
– –
-10,027
664
– –
-6,885
665
– –
-27,018
666
– –
-4,093
667
– –
-16,518
668
– –
-7,000
669
– –
-6,961
670
– –
-5,015
671
– –
-46,977
672
– –
-77,179
673
– –
-20,911
674
– –
-1,770
675
– –
-59,862
25 26
27
28 29