We are live on ! Find out more
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
$2.54B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$15.9M
3
+$14M
4
LHX icon
L3Harris
LHX
+$12.1M
5
ABBV icon
AbbVie
ABBV
+$11M

Top Sells

1
+$18M
2
+$16.6M
3
+$15.4M
4
CSCO icon
Cisco
CSCO
+$12.5M
5
IBM icon
IBM
IBM
+$11M

Sector Composition

1 Financials 19.41%
2 Industrials 13.04%
3 Healthcare 11.61%
4 Technology 9.24%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-8,747
727
– –
-17,640
728
– –
-12,004
729
– –
-11,279
730
– –
-2,941
731
– –
-12,576
732
– –
-30,622
733
– –
-12,016
734
– –
-69,973
735
– –
-228,361
736
– –
-28,233
737
– –
-2,784
738
– –
-35,125
739
– –
-17,058
740
– –
-8,833
741
– –
-16,115
742
– –
-19,025
743
– –
-9,241
744
– –
-12,016
745
– –
-14,996
746
– –
-11,598
747
– –
-110,775
748
– –
-16,088
749
– –
-17,642
750
– –
-3,750
28 29
30
31 32