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
$11.5B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$317M
2
+$188M
3
+$90.2M
4
AMAT icon
Applied Materials
AMAT
+$85.6M
5
UNH icon
UnitedHealth
UNH
+$77.2M

Top Sells

1
+$97.5M
2
+$24.9M
3
+$22.9M
4
AVGO icon
Broadcom
AVGO
+$22.8M
5
PCAR icon
PACCAR
PCAR
+$20.4M

Sector Composition

1 Technology 22.71%
2 Financials 15.87%
3 Healthcare 12.16%
4 Industrials 10.52%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$25.4K ﹤0.01%
+3,306
677
$7.7K ﹤0.01%
424
-18,622
678
– –
-86,721
679
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-786
680
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-15,015
681
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-7,868
682
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-1,756
683
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-13,958
684
– –
-128,230
685
– –
-13,376
686
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-77,817
687
– –
-93,019
688
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-23,168
689
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-2,565
690
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-3,107
691
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-46,441
692
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-17,073
693
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-57,928
694
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-1,868
695
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-92,028
696
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-268,594
697
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-6,784
698
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-36,963
699
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-36,472
700
– –
-4,443
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