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
$11.5B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$317M
2
+$188M
3
+$90.2M
4
AMAT icon
Applied Materials
AMAT
+$85.6M
5
UNH icon
UnitedHealth
UNH
+$77.2M

Top Sells

1
+$97.5M
2
+$24.9M
3
+$22.9M
4
AVGO icon
Broadcom
AVGO
+$22.8M
5
PCAR icon
PACCAR
PCAR
+$20.4M

Sector Composition

1 Technology 22.71%
2 Financials 15.87%
3 Healthcare 12.16%
4 Industrials 10.52%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
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-16,581
777
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-16,184
778
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-5,544
779
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-4,325
780
– –
-2,422
781
– –
-2,025
782
– –
-6,262
783
– –
-21,728
784
– –
-81,168
785
– –
-65,046
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