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
301
$1.61M 0.03%
+99,667
302
$1.61M 0.03%
20,941
+309
303
$1.6M 0.03%
47,040
+3,380
304
$1.6M 0.03%
+46,320
305
$1.6M 0.03%
26,140
+4,521
306
$1.59M 0.03%
+48,749
307
$1.59M 0.03%
+110,648
308
$1.58M 0.03%
45,437
-9,331
309
$1.57M 0.03%
13,870
+859
310
$1.57M 0.03%
27,862
-1,750
311
$1.57M 0.03%
94,409
+69,322
312
$1.55M 0.03%
12,105
+699
313
$1.55M 0.03%
29,228
+19,951
314
$1.54M 0.03%
12,371
+677
315
$1.53M 0.03%
38,600
+6,728
316
$1.52M 0.03%
28,309
-5,259
317
$1.52M 0.03%
67,685
-97,410
318
$1.52M 0.03%
22,245
-6,388
319
$1.5M 0.03%
+30,352
320
$1.49M 0.03%
64,896
-1,323
321
$1.48M 0.03%
9,376
+74
322
$1.46M 0.03%
46,641
-3,450
323
$1.46M 0.03%
29,684
-4,478
324
$1.45M 0.03%
17,111
-527
325
$1.45M 0.03%
16,604
-922
11 12
13
14 15