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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
826
– –
-9,767
827
– –
-6,032
828
– –
-166,848
829
– –
-6,905
830
– –
-3,050
831
– –
-29,574
832
– –
-11,109
833
– –
-1,944
834
– –
-9,178
835
– –
-16,065
836
– –
-19,097
837
– –
-14,139
838
– –
-3,565
839
– –
-5,299
840
– –
-607
841
– –
-6,347
842
– –
-70,543
843
– –
-2,282
844
– –
-2,491
845
– –
-9,129
846
– –
-2,292
847
– –
-2,216
848
– –
-5,448
849
– –
-6,245
850
– –
-29,899
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