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
$4.99B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$40.2M
3
+$8.48M
4
INTU icon
Intuit
INTU
+$7.17M
5
AMT icon
American Tower
AMT
+$5.88M

Top Sells

1
+$25.5M
2
+$23.8M
3
+$15.1M
4
M icon
Macy's
M
+$14.5M
5
CFG icon
Citizens Financial Group
CFG
+$13.2M

Sector Composition

1 Financials 18.35%
2 Technology 14.81%
3 Healthcare 11.93%
4 Consumer Staples 10.73%
5 Industrials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.05M 0.04%
3,944
+673
252
$2.05M 0.04%
25,069
-3,333
253
$2.05M 0.04%
+36,222
254
$2.03M 0.04%
85,273
-4,665
255
$2.01M 0.04%
12,476
+6,537
256
$2M 0.04%
41,895
-4,185
257
$1.97M 0.04%
30,450
+1,956
258
$1.97M 0.04%
45,045
+2,724
259
$1.94M 0.04%
21,781
-6,874
260
$1.94M 0.04%
82,147
+4,195
261
$1.93M 0.04%
10,610
-2,487
262
$1.93M 0.04%
42,802
-6,649
263
$1.93M 0.04%
35,613
+2,058
264
$1.92M 0.04%
27,209
-1,271
265
$1.89M 0.04%
33,713
+14,465
266
$1.87M 0.04%
27,124
-2,950
267
$1.87M 0.04%
12,225
-443
268
$1.86M 0.04%
44,298
+5,260
269
$1.86M 0.04%
83,684
+50,460
270
$1.85M 0.04%
5,191
-107
271
$1.85M 0.04%
1,565
+65
272
$1.84M 0.04%
21,758
+1,077
273
$1.84M 0.04%
24,126
-1,426
274
$1.84M 0.04%
59,953
-1,763
275
$1.83M 0.04%
110,653
-28,510
9 10
11
12 13