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
$2.7B
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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-22,613
827
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-28,604
828
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-3,272
829
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-17,990
830
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-5,321
831
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-9,691
832
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-16,126
833
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-5,604
834
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-6,141
835
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-35,604
836
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-7,842
837
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-49,127
838
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-27,084
839
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-20,244
840
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-40,386
841
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-1,240
842
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-2,558
843
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-32,509
844
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-58,265
845
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-5,825
846
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-7,123
847
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-8,653
848
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-13,440
849
– –
-14,363
850
– –
-38,583
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