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
851
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-18,824
852
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-6,713
853
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-10,932
854
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-4,022
855
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-43,775
856
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-8,069
857
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-7,483
858
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-55,440
859
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-17,780
860
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-22,150
861
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-18,324
862
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-18,341
863
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-26,602
864
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-3,637
865
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-27,220
866
– –
-7,020
867
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-69,681
868
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-7,797
869
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-4,775
870
– –
-12,406
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