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ZIM

Zacks Investment Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.15B
AUM Growth
-$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$36.3M
3
+$29.6M
4
PRU icon
Prudential Financial
PRU
+$18.4M
5
VZ icon
Verizon
VZ
+$14.7M

Top Sells

1
+$47.9M
2
+$31.4M
3
+$19.1M
4
DD icon
DuPont de Nemours
DD
+$12.1M
5
TGT icon
Target
TGT
+$9.51M

Sector Composition

1 Financials 16.98%
2 Healthcare 15.83%
3 Technology 13.47%
4 Consumer Staples 10.47%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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-14,629
502
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503
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504
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505
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506
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-81,562
507
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-165,782
508
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-1,553
509
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-543
510
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-31,660
511
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-13,957
512
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513
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-67,777
514
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-66,230
515
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-3,033
516
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-63,512
517
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-58,110
518
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-66,915
519
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-9,169
520
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-25,246
521
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522
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-27,357
523
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-1,550
524
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-15,758
525
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-1,526
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