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
$2.82B
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
826
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-15,887
827
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828
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-8,453
829
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830
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831
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832
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833
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-356
834
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-4,530
835
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-9,788
836
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-75,526
837
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-7,954
838
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-44,430
839
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-18,197
840
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-98,773
841
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-20,547
842
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-9,767
843
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-18,324
844
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-2,557
845
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846
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-12,557
847
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-6,905
848
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849
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-29,574
850
– –
-11,109
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