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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
$2.54B
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
751
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752
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753
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-26,520
754
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-21,253
755
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756
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757
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-20,284
758
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-9,899
759
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760
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-30,378
761
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-7,758
762
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-63,112
763
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764
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-919
765
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766
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-39,604
767
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768
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769
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770
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-23,818
771
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-7,725
772
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-8,206
773
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774
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775
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-5,003
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