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
801
– –
-23,818
802
– –
-7,725
803
– –
-8,206
804
– –
-8,124
805
– –
-10,916
806
– –
-5,003
807
– –
-7,780
808
– –
-8,542
809
– –
-12,610
810
– –
-480
811
– –
-17,226
812
– –
-35,755
813
– –
-12,038
814
– –
-18,893
815
– –
-37,350
816
– –
-26,970
817
– –
-9,362
818
– –
-11,378
819
– –
-5,000
820
– –
-1,027
821
– –
-11,168
822
– –
-18,855
823
– –
-18,835
824
– –
-177,649
825
– –
-6,614
30 31 32
33
34