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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
$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 20.98%
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
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-5,416
653
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-2,422
654
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-7,500
655
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-2,828
656
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-7,435
657
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-12,585
658
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-64,097
659
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-27,294
660
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-30,741
661
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663
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-2,934
664
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-632
665
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666
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667
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668
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669
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-6,228
670
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-128,863
671
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-28,620
672
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-24,671
674
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