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
$5.42B
AUM Growth
+$484M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$28M
3
+$19.2M
4
TMO icon
Thermo Fisher Scientific
TMO
+$16.1M
5
FNF icon
Fidelity National Financial
FNF
+$15M

Top Sells

1
+$44.4M
2
+$27.6M
3
+$15.4M
4
MRK icon
Merck
MRK
+$11.5M
5
LMT icon
Lockheed Martin
LMT
+$11.1M

Sector Composition

1 Technology 17.28%
2 Financials 16.07%
3 Healthcare 14.1%
4 Consumer Staples 11.55%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.84M 0.03%
55,363
-58,030
277
$1.84M 0.03%
+9,387
278
$1.79M 0.03%
+7,001
279
$1.78M 0.03%
24,382
+7,340
280
$1.77M 0.03%
+46,045
281
$1.75M 0.03%
+19,375
282
$1.75M 0.03%
127,447
-4,692
283
$1.75M 0.03%
57,870
-3,105
284
$1.74M 0.03%
114,060
+4,548
285
$1.74M 0.03%
37,242
-18,282
286
$1.74M 0.03%
+43,582
287
$1.72M 0.03%
35,868
+1,443
288
$1.72M 0.03%
38,065
+8,387
289
$1.72M 0.03%
16,478
+4,651
290
$1.7M 0.03%
22,562
+4,914
291
$1.7M 0.03%
+30,850
292
$1.69M 0.03%
23,107
+7,448
293
$1.67M 0.03%
20,121
-705
294
$1.66M 0.03%
19,299
+10,620
295
$1.66M 0.03%
41,347
+2,767
296
$1.62M 0.03%
+52,806
297
$1.6M 0.03%
56,147
-164
298
$1.6M 0.03%
8,717
-95
299
$1.58M 0.03%
18,989
+6,874
300
$1.55M 0.03%
29,234
-1,859
10 11
12
13 14