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
$2.82B
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
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-27,939
752
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-1,390
753
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-8,023
754
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-28,411
755
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-16,973
756
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-10,617
757
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-21,588
758
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-30,550
759
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-5,077
760
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-8,854
761
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-45,725
762
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-32,389
763
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-11,443
764
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-432,296
765
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766
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-3,191
767
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-550,891
768
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-95,784
769
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-18,400
770
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-28,994
771
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-2,774
772
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-7,550
773
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-7,101
774
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-5,366
775
– –
-14,670
29 30
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