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
$10.7B
AUM Growth
-$91.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$55.5M
2
+$52.8M
3
+$27.4M
4
GS icon
Goldman Sachs
GS
+$21.6M
5
OVV icon
Ovintiv
OVV
+$20.6M

Top Sells

1
+$60.9M
2
+$54.3M
3
+$33.4M
4
NOW icon
ServiceNow
NOW
+$31.5M
5
AMAT icon
Applied Materials
AMAT
+$28.7M

Sector Composition

1 Technology 20.99%
2 Financials 17.45%
3 Healthcare 12.16%
4 Industrials 10.24%
5 Consumer Staples 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3.63K ﹤0.01%
14,000
652
– –
-101,396
653
– –
-10,726
654
– –
-50,683
655
– –
-3,569
656
– –
-42,948
657
– –
-545
658
– –
-49,415
659
– –
-11,310
660
– –
-107,937
661
– –
-2,715
662
– –
-11,750
663
– –
-9,969
664
– –
-2,939
665
– –
-5,416
666
– –
-2,422
667
– –
-7,500
668
– –
-2,828
669
– –
-7,435
670
– –
-12,585
671
– –
-64,097
672
– –
-27,294
673
– –
-30,741
674
– –
-13,966
675
– –
-16,421
25 26
27
28 29