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
$10.8B
AUM Growth
-$725M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$48.8M
3
+$37M
4
BR icon
Broadridge
BR
+$30M
5
ADBE icon
Adobe
ADBE
+$17.6M

Top Sells

1
+$77.3M
2
+$35.6M
3
+$31.3M
4
HON icon
Honeywell
HON
+$30.6M
5
EMR icon
Emerson Electric
EMR
+$30.6M

Sector Composition

1 Technology 24.47%
2 Financials 17.31%
3 Healthcare 10.28%
4 Industrials 9.85%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$563K 0.01%
3,869
-1,371
477
$560K 0.01%
4,568
+322
478
$558K 0.01%
+20,481
479
$552K 0.01%
2,737
-211
480
$541K 0.01%
5,952
-39,272
481
$527K ﹤0.01%
10,941
482
$527K ﹤0.01%
4,072
+4
483
$510K ﹤0.01%
3,062
-422
484
$502K ﹤0.01%
+7,843
485
$499K ﹤0.01%
3,108
-1,215
486
$498K ﹤0.01%
2,876
-6
487
$484K ﹤0.01%
3,601
-7
488
$484K ﹤0.01%
8,095
-1,067
489
$478K ﹤0.01%
7,084
+702
490
$471K ﹤0.01%
19,220
-191
491
$471K ﹤0.01%
+39,811
492
$470K ﹤0.01%
11,344
+2,188
493
$470K ﹤0.01%
20,867
-5,016
494
$467K ﹤0.01%
24,573
-743
495
$463K ﹤0.01%
7,046
-16,206
496
$462K ﹤0.01%
17,212
-522
497
$458K ﹤0.01%
3,028
-60,158
498
$454K ﹤0.01%
+11,572
499
$452K ﹤0.01%
+27,462
500
$451K ﹤0.01%
12,007
+976
18 19
20
21 22