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
301
$1.75M 0.02%
4,139
+230
302
$1.75M 0.02%
31,937
-1,180
303
$1.74M 0.02%
77,691
+777
304
$1.74M 0.02%
6,956
+289
305
$1.71M 0.02%
+41,068
306
$1.69M 0.02%
26,477
+1,403
307
$1.67M 0.02%
6,521
+855
308
$1.65M 0.02%
3,965
-873
309
$1.64M 0.02%
19,107
+159
310
$1.63M 0.02%
181,738
+8,749
311
$1.63M 0.02%
17,623
+4,246
312
$1.61M 0.02%
16,917
+454
313
$1.61M 0.02%
+74,712
314
$1.6M 0.02%
12,826
+2,589
315
$1.59M 0.02%
34,353
+10,049
316
$1.58M 0.02%
+22,172
317
$1.58M 0.02%
88,038
+8,292
318
$1.58M 0.02%
15,030
+4,001
319
$1.53M 0.02%
18,806
-303
320
$1.52M 0.02%
85,799
+4,875
321
$1.47M 0.02%
19,894
+652
322
$1.47M 0.02%
+69,495
323
$1.46M 0.02%
7,318
+42
324
$1.46M 0.02%
87,846
+4,491
325
$1.45M 0.02%
+17,102
11 12
13
14 15