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
$10.8B
AUM Growth
-$725M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$48.8M
3
+$37M
4
BR icon
Broadridge
BR
+$30M
5
ADBE icon
Adobe
ADBE
+$17.6M

Top Sells

1
+$77.3M
2
+$35.6M
3
+$31.3M
4
HON icon
Honeywell
HON
+$30.6M
5
EMR icon
Emerson Electric
EMR
+$30.6M

Sector Composition

1 Technology 24.47%
2 Financials 17.31%
3 Healthcare 10.28%
4 Industrials 9.85%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.89M 0.04%
+28,600
252
$3.85M 0.04%
17,416
+15,926
253
$3.83M 0.04%
+17,015
254
$3.83M 0.04%
20,188
+724
255
$3.79M 0.04%
296,914
-12,665
256
$3.77M 0.03%
27,320
-7,370
257
$3.76M 0.03%
49,294
+46,560
258
$3.72M 0.03%
160,529
+6,761
259
$3.72M 0.03%
+112,742
260
$3.71M 0.03%
35,865
+9,047
261
$3.69M 0.03%
+18,163
262
$3.64M 0.03%
59,495
-3,446
263
$3.64M 0.03%
+18,862
264
$3.61M 0.03%
14,550
+3,039
265
$3.57M 0.03%
16,807
+1,363
266
$3.54M 0.03%
6,566
+443
267
$3.5M 0.03%
179,808
+2,976
268
$3.5M 0.03%
+24,671
269
$3.47M 0.03%
60,452
+1,572
270
$3.43M 0.03%
212,617
+12,373
271
$3.39M 0.03%
10,464
-269
272
$3.39M 0.03%
17,325
+4,017
273
$3.38M 0.03%
7,982
-668
274
$3.31M 0.03%
25,745
-67,349
275
$3.29M 0.03%
92,373
-19,314
9 10
11
12 13