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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
726
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-14,910
727
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-12,557
728
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-10,742
729
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730
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731
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732
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733
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734
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-346
735
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-27,939
736
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737
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-1,390
738
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-8,023
739
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-28,411
740
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-16,973
741
– –
-10,617
742
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-21,588
743
– –
-30,550
744
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-5,077
745
– –
-8,854
746
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-26,284
747
– –
-45,725
748
– –
-32,389
749
– –
-11,443
750
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-28,994
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