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
$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
51
$16.7M 0.59%
89,320
-3,422
52
$16.6M 0.59%
668,492
-187,188
53
$16.3M 0.58%
702,512
-84,456
54
$16.3M 0.58%
350,248
+18,080
55
$15.8M 0.56%
642,008
-8,364
56
$15.3M 0.54%
280,052
+25,124
57
$15.2M 0.54%
225,803
+11,226
58
$14.9M 0.53%
322,396
+16,573
59
$14.8M 0.53%
175,094
+3,702
60
$14.8M 0.52%
638,966
+32,094
61
$14.7M 0.52%
170,609
-5,648
62
$14.4M 0.51%
64,450
-6,488
63
$13.9M 0.49%
+368,966
64
$13.8M 0.49%
166,257
-5,175
65
$13.7M 0.49%
283,940
-38,883
66
$13.7M 0.49%
153,382
+8,365
67
$13.5M 0.48%
436,867
-32,002
68
$13.5M 0.48%
+588,373
69
$13.1M 0.46%
185,812
-14,297
70
$12.9M 0.46%
381,896
+19,138
71
$12.9M 0.46%
331,168
-71,619
72
$12.8M 0.45%
189,669
-6,848
73
$12.5M 0.44%
183,058
-4,506
74
$12.3M 0.44%
176,477
+100,178
75
$12.2M 0.43%
+32,414
1 2
3
4 5