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
$4.94B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$28.3M
3
+$26.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.7M
5
PYPL icon
PayPal
PYPL
+$21.8M

Top Sells

1
+$29.5M
2
+$27.7M
3
+$25.4M
4
RTX icon
RTX Corp
RTX
+$12M
5
CIEN icon
Ciena
CIEN
+$11.9M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.8%
3 Financials 14.21%
4 Consumer Staples 11.54%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.42M 0.05%
9,810
+447
202
$2.42M 0.05%
11,040
-2,576
203
$2.41M 0.05%
59,877
+16,710
204
$2.4M 0.05%
87,415
+36,079
205
$2.33M 0.05%
+12,685
206
$2.28M 0.05%
65,350
+26,899
207
$2.27M 0.05%
+55,524
208
$2.26M 0.05%
12,736
+2,061
209
$2.25M 0.05%
85,572
+22,104
210
$2.24M 0.05%
27,149
-4,079
211
$2.23M 0.05%
13,075
-607
212
$2.22M 0.05%
55,515
-2,401
213
$2.21M 0.04%
73,451
+5,830
214
$2.19M 0.04%
98,086
-21,844
215
$2.16M 0.04%
51,308
+7,423
216
$2.16M 0.04%
11,141
-3,804
217
$2.15M 0.04%
251,307
+35,136
218
$2.15M 0.04%
40,546
+60
219
$2.14M 0.04%
19,657
-10,812
220
$2.1M 0.04%
16,196
+1,379
221
$2.04M 0.04%
60,608
-3,452
222
$2.03M 0.04%
19,919
-6,105
223
$2.02M 0.04%
24,219
-23,340
224
$2.02M 0.04%
36,550
+3,077
225
$2.01M 0.04%
39,070
+7,768
7 8
9
10 11