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
$7.16B
AUM Growth
+$907M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$51.9M
3
+$36.4M
4
WTFC icon
Wintrust Financial
WTFC
+$35.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$24.7M

Top Sells

1
+$33.2M
2
+$15.1M
3
+$12.2M
4
DVN icon
Devon Energy
DVN
+$11M
5
SNPS icon
Synopsys
SNPS
+$10.1M

Sector Composition

1 Financials 16.08%
2 Healthcare 15.29%
3 Technology 14.97%
4 Consumer Staples 11.09%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$438K 0.01%
33,529
-265
452
$433K 0.01%
16,915
-2,521
453
$431K 0.01%
10,156
-42,768
454
$431K 0.01%
6,347
455
$430K 0.01%
4,355
-244
456
$429K 0.01%
2,734
-455
457
$425K 0.01%
4,405
-848
458
$425K 0.01%
1,062
-110
459
$423K 0.01%
8,500
-1,215
460
$417K 0.01%
+10,941
461
$407K 0.01%
9,690
462
$403K 0.01%
+43,665
463
$402K 0.01%
3,281
-786
464
$399K 0.01%
+73,850
465
$397K 0.01%
9,706
-538
466
$395K 0.01%
14,168
-1,970
467
$394K 0.01%
6,625
-1,541
468
$391K 0.01%
32,895
+7,263
469
$391K 0.01%
5,248
+1,380
470
$391K 0.01%
10,028
+409
471
$390K 0.01%
880
+211
472
$385K 0.01%
10,478
-1,239
473
$382K 0.01%
+8,217
474
$380K 0.01%
6,467
+1,396
475
$379K 0.01%
1,469
-5,777
17 18
19
20 21