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
$5.34B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$28.5M
3
+$27.3M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$22.6M
5
KEY icon
KeyCorp
KEY
+$10.3M

Top Sells

1
+$27.1M
2
+$23.3M
3
+$12.4M
4
ADM icon
Archer Daniels Midland
ADM
+$11.9M
5
APD icon
Air Products & Chemicals
APD
+$11.5M

Sector Composition

1 Financials 19.63%
2 Technology 15.11%
3 Healthcare 12.17%
4 Consumer Staples 10.03%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.15M 0.04%
64,735
+19,272
252
$2.12M 0.04%
27,593
-20,819
253
$2.12M 0.04%
9,071
-11,761
254
$2.11M 0.04%
153,951
+23,758
255
$2.1M 0.04%
12,624
+253
256
$2.1M 0.04%
22,460
-1,257
257
$2.1M 0.04%
34,351
-48,555
258
$2.07M 0.04%
+103,910
259
$2.06M 0.04%
164,360
-7,754
260
$2.05M 0.04%
42,635
-3,441
261
$2.04M 0.04%
18,355
+334
262
$2.04M 0.04%
42,940
-6,180
263
$2.03M 0.04%
47,920
-11,396
264
$2.03M 0.04%
77,739
-15,924
265
$2.03M 0.04%
40,651
-1,573
266
$2M 0.04%
22,880
+6,519
267
$1.99M 0.04%
+87,560
268
$1.98M 0.04%
12,709
+1,207
269
$1.98M 0.04%
117,459
+51,367
270
$1.97M 0.04%
30,491
-3,222
271
$1.95M 0.04%
+89,516
272
$1.94M 0.04%
+16,063
273
$1.94M 0.04%
116,566
+22,157
274
$1.93M 0.04%
60,046
+93
275
$1.91M 0.04%
52,297
+3,548
9 10
11
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