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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
801
– –
-7,512
802
– –
-17,051
803
– –
-6,644
804
– –
-100,862
805
– –
-56,853
806
– –
-12,767
807
– –
-1,224
808
– –
-12,199
809
– –
-6,112
810
– –
-15,887
811
– –
-11,487
812
– –
-8,453
813
– –
-3,518
814
– –
-22,328
815
– –
-5,925
816
– –
-11,710
817
– –
-356
818
– –
-4,530
819
– –
-9,788
820
– –
-75,526
821
– –
-7,954
822
– –
-44,430
823
– –
-18,197
824
– –
-98,773
825
– –
-20,547
31 32
33
34 35