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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
$3.15B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$18.6M
3
+$18.3M
4
MPC icon
Marathon Petroleum
MPC
+$15.8M
5
T icon
AT&T
T
+$12M

Top Sells

1
+$36.6M
2
+$34.5M
3
+$29.6M
4
GD icon
General Dynamics
GD
+$23.3M
5
RTX icon
RTX Corp
RTX
+$17.5M

Sector Composition

1 Financials 17.75%
2 Technology 12.31%
3 Healthcare 12%
4 Industrials 10.56%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
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702
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-114,166
703
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-21,000
704
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-147,293
705
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-13,114
706
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-19,308
707
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-1,407
708
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-34,456
709
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-9,805
710
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-12,354
711
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-21,502
712
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-2,698
713
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714
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-8,965
715
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-6,013
716
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-113,048
717
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-11,880
718
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-4,880
719
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720
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-35,243
721
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722
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-59,786
723
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-23,411
724
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-6,121
725
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-15,283
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