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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
701
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-6,948
702
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-8,922
703
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-3,644
704
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-5,378
705
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-17,935
706
– –
-8,084
707
– –
-9,048
708
– –
-32,612
709
– –
-9,814
710
– –
-10,825
711
– –
-7,470
712
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-8,389
713
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-98,543
714
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-123,693
715
– –
-432,296
716
– –
-11,786
717
– –
-3,191
718
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-550,891
719
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-95,784
720
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-18,400
721
– –
-15,048
722
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-11,682
723
– –
-1,267
724
– –
-18,324
725
– –
-2,557
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