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
$2.54B
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
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757
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758
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760
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761
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762
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763
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764
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765
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766
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767
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768
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769
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770
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771
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772
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773
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774
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775
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-1,000,515
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