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
$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
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704
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705
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707
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708
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709
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-8,950
710
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711
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713
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-147,293
714
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716
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717
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718
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-9,805
719
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720
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721
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722
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723
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724
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725
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-113,048
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