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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
$2.7B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
870
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$21.5M
3
+$15.6M
4
MSFT icon
Microsoft
MSFT
+$12.9M
5
META icon
Meta Platforms (Facebook)
META
+$10.5M

Top Sells

1
+$21.7M
2
+$20.5M
3
+$14.3M
4
C icon
Citigroup
C
+$11.2M
5
LEA icon
Lear
LEA
+$8.79M

Sector Composition

1 Financials 19.16%
2 Industrials 12.56%
3 Healthcare 11.53%
4 Technology 9.62%
5 Energy 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
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-6,713
827
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828
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-4,022
829
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-43,775
830
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831
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832
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833
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834
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-7,020
835
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-69,681
836
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837
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838
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839
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840
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841
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842
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843
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844
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845
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846
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847
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848
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849
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850
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-9,645
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