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
476
$295K 0.01%
+2,873
477
$294K 0.01%
+3,423
478
$289K 0.01%
66,520
-9,560
479
$285K 0.01%
27,168
-2,624
480
$281K 0.01%
2,940
-72,983
481
$278K 0.01%
2,392
+608
482
$276K 0.01%
4,715
+1,173
483
$272K 0.01%
+11,780
484
$267K 0.01%
+1,680
485
$266K 0.01%
5,071
-46,101
486
$263K 0.01%
4,329
-232
487
$259K 0.01%
5,662
+694
488
$257K 0.01%
+3,954
489
$252K 0.01%
+1,484
490
$249K 0.01%
748
-3,489
491
$247K ﹤0.01%
19,219
492
$246K ﹤0.01%
8,695
-45,999
493
$246K ﹤0.01%
13,065
-1,209
494
$230K ﹤0.01%
+5,173
495
$221K ﹤0.01%
1,590
-167
496
$219K ﹤0.01%
3,835
-12
497
$214K ﹤0.01%
1,610
-32,905
498
$214K ﹤0.01%
+3,774
499
$116K ﹤0.01%
+10,376
500
$114K ﹤0.01%
+1,065
18 19
20
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