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
$7.21B
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$35.2M
3
+$21.3M
4
JPM icon
JPMorgan Chase
JPM
+$21.1M
5
HSY icon
Hershey
HSY
+$16M

Top Sells

1
+$32.5M
2
+$30.1M
3
+$29.1M
4
IP icon
International Paper
IP
+$18.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$14.5M

Sector Composition

1 Technology 18.71%
2 Financials 16.28%
3 Healthcare 13.08%
4 Consumer Staples 10.91%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.08M 0.03%
44,232
-863
277
$2.01M 0.03%
87,259
+14,717
278
$1.99M 0.03%
57,290
-318
279
$1.98M 0.03%
412,368
+73,989
280
$1.96M 0.03%
80,540
+625
281
$1.96M 0.03%
+28,126
282
$1.93M 0.03%
37,411
-2,793
283
$1.93M 0.03%
10,653
-3,478
284
$1.93M 0.03%
+108,630
285
$1.93M 0.03%
68,369
+5,685
286
$1.92M 0.03%
19,042
+11,711
287
$1.91M 0.03%
+11,808
288
$1.9M 0.03%
60,050
+7,900
289
$1.88M 0.03%
15,558
+7,567
290
$1.87M 0.03%
81,299
-168,667
291
$1.84M 0.03%
+19,704
292
$1.83M 0.03%
16,043
-127
293
$1.82M 0.03%
+2,789
294
$1.81M 0.03%
35,502
+1,021
295
$1.79M 0.02%
+40,999
296
$1.77M 0.02%
44,864
+1,518
297
$1.76M 0.02%
32,999
+6,067
298
$1.75M 0.02%
61,817
-20,869
299
$1.75M 0.02%
26,134
+2,625
300
$1.75M 0.02%
16,791
+3,498
10 11
12
13 14