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
$7.46B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$25M
3
+$23M
4
AAPL icon
Apple
AAPL
+$20.4M
5
META icon
Meta Platforms (Facebook)
META
+$19.5M

Top Sells

1
+$52M
2
+$50.6M
3
+$39.7M
4
WTFC icon
Wintrust Financial
WTFC
+$36.3M
5
WEC icon
WEC Energy
WEC
+$35.6M

Sector Composition

1 Technology 18.83%
2 Financials 13.8%
3 Healthcare 13.67%
4 Consumer Staples 11.16%
5 Industrials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25.7M 0.34%
154,476
+6,697
77
$24.9M 0.33%
150,793
+5,867
78
$24.7M 0.33%
474,230
+14,852
79
$24.1M 0.32%
791,936
+587,700
80
$23.6M 0.32%
126,949
+18,793
81
$23.4M 0.31%
104,633
+4,636
82
$23.1M 0.31%
492,062
+34,399
83
$23.1M 0.31%
2,058,995
+73,591
84
$22.3M 0.3%
253,083
+10,275
85
$21.9M 0.29%
329,540
+17,145
86
$21.8M 0.29%
52,863
+2,949
87
$21.8M 0.29%
177,829
+35,393
88
$21.7M 0.29%
627,620
+48,950
89
$21.1M 0.28%
136,125
+8,882
90
$19.9M 0.27%
65,082
+2,397
91
$19.7M 0.26%
179,910
-5,533
92
$19.7M 0.26%
118,664
+44,861
93
$19.5M 0.26%
102,015
+4,741
94
$19.4M 0.26%
197,801
+14,122
95
$19.3M 0.26%
756,179
+244,869
96
$19M 0.26%
544,810
+25,277
97
$18.9M 0.25%
248,517
+84,316
98
$18.7M 0.25%
77,266
-16,302
99
$18.5M 0.25%
26,332
+1,017
100
$18.5M 0.25%
136,833
+5,190
2 3
4
5 6