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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
751
– –
-2,774
752
– –
-7,550
753
– –
-7,101
754
– –
-5,366
755
– –
-14,670
756
– –
-6,878
757
– –
-10,910
758
– –
-10,709
759
– –
-5,583
760
– –
-28,130
761
– –
-11,234
762
– –
-21,010
763
– –
-65,311
764
– –
-8,106
765
– –
-30,849
766
– –
-13,216
767
– –
-18,523
768
– –
-5,372
769
– –
-13,054
770
– –
-22,864
771
– –
-20,176
772
– –
-5,824
773
– –
-33,790
774
– –
-15,494
775
– –
-6,078
29 30
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