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
$5.34B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$28.5M
3
+$27.3M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$22.6M
5
KEY icon
KeyCorp
KEY
+$10.3M

Top Sells

1
+$27.1M
2
+$23.3M
3
+$12.4M
4
ADM icon
Archer Daniels Midland
ADM
+$11.9M
5
APD icon
Air Products & Chemicals
APD
+$11.5M

Sector Composition

1 Financials 19.63%
2 Technology 15.11%
3 Healthcare 12.17%
4 Consumer Staples 10.03%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$358K 0.01%
+10,737
477
$354K 0.01%
3,811
+468
478
$351K 0.01%
5,944
+1,229
479
$348K 0.01%
8,564
-384
480
$340K 0.01%
13,625
-272
481
$338K 0.01%
3,591
+168
482
$334K 0.01%
11,430
-350
483
$330K 0.01%
1,905
-496
484
$317K 0.01%
5,004
+1,230
485
$312K 0.01%
7,342
+1,680
486
$306K 0.01%
4,881
-16,003
487
$306K 0.01%
26,320
-848
488
$305K 0.01%
23,257
-9,800
489
$301K 0.01%
1,648
-32
490
$296K 0.01%
2,525
-415
491
$292K 0.01%
4,692
-379
492
$279K 0.01%
4,048
-281
493
$278K 0.01%
1,728
-11,117
494
$277K 0.01%
749
+1
495
$271K 0.01%
3,820
-19,150
496
$270K 0.01%
2,318
-74
497
$262K ﹤0.01%
+20,472
498
$261K ﹤0.01%
9,662
-892,402
499
$254K ﹤0.01%
671
-2,321
500
$253K ﹤0.01%
781
-1,468
18 19
20
21 22