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
$6.55B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$34.2M
3
+$30.7M
4
MCD icon
McDonald's
MCD
+$15.6M
5
MSFT icon
Microsoft
MSFT
+$10.5M

Top Sells

1
+$63.2M
2
+$30M
3
+$14.3M
4
SBUX icon
Starbucks
SBUX
+$11.9M
5
LRCX icon
Lam Research
LRCX
+$11.6M

Sector Composition

1 Technology 16.69%
2 Financials 15.31%
3 Healthcare 14.68%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$616K 0.01%
20,782
-4,843
402
$612K 0.01%
+4,279
403
$610K 0.01%
9,126
-389
404
$610K 0.01%
8,950
405
$605K 0.01%
23,458
-1,496
406
$602K 0.01%
49,771
-38
407
$598K 0.01%
8,558
+797
408
$582K 0.01%
28,778
+2,720
409
$582K 0.01%
14,865
+3,944
410
$578K 0.01%
2,936
+65
411
$569K 0.01%
+28,774
412
$565K 0.01%
+25,968
413
$562K 0.01%
5,846
-3
414
$550K 0.01%
+37,933
415
$550K 0.01%
+5,997
416
$550K 0.01%
19,436
417
$545K 0.01%
2,898
-104
418
$542K 0.01%
+10,119
419
$536K 0.01%
6,608
-4
420
$535K 0.01%
18,808
-3,032
421
$535K 0.01%
18,559
422
$532K 0.01%
11,411
-1,791
423
$530K 0.01%
20,706
+6,521
424
$516K 0.01%
6,091
425
$515K 0.01%
6,670
-155,151
15 16
17
18 19