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
$2.18B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$41.8M
3
+$40.8M
4
T icon
AT&T
T
+$40.4M
5
HD icon
Home Depot
HD
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.12%
2 Technology 11.22%
3 Industrials 11.08%
4 Healthcare 9.93%
5 Consumer Staples 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$301K 0.01%
+3,526
452
$301K 0.01%
+17,581
453
$300K 0.01%
+6,891
454
$299K 0.01%
+13,568
455
$294K 0.01%
+14,201
456
$293K 0.01%
+5,493
457
$293K 0.01%
+17,210
458
$293K 0.01%
+12,018
459
$293K 0.01%
+6,019
460
$293K 0.01%
+4,641
461
$292K 0.01%
+4,020
462
$289K 0.01%
+9,920
463
$289K 0.01%
+12,277
464
$289K 0.01%
+5,166
465
$289K 0.01%
+4,817
466
$287K 0.01%
+16,425
467
$287K 0.01%
+9,167
468
$287K 0.01%
+500
469
$287K 0.01%
+40,166
470
$287K 0.01%
+42,761
471
$287K 0.01%
+21,310
472
$286K 0.01%
+11,717
473
$286K 0.01%
+21,721
474
$285K 0.01%
+4,983
475
$285K 0.01%
+6,945
17 18
19
20 21