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
501
$101K ﹤0.01%
+76,233
502
$96K ﹤0.01%
+9,725
503
$91K ﹤0.01%
+13,059
504
$89K ﹤0.01%
+5,729
505
$88K ﹤0.01%
+13,700
506
$85K ﹤0.01%
+12,905
507
$80K ﹤0.01%
+16,007
508
$79K ﹤0.01%
+2,411
509
$71K ﹤0.01%
+2,866
510
$70K ﹤0.01%
+10,011
511
$43K ﹤0.01%
+10,256
512
– –
0
513
$25K ﹤0.01%
10,259
-33,365
514
$8K ﹤0.01%
973
515
– –
-82,199
516
– –
-24,692
517
– –
-17
518
– –
-44,572
519
– –
-1,544
520
– –
-377
521
– –
-24,574
522
– –
-23,587
523
– –
-16,479
524
– –
-5,111
525
– –
-8,322
19 20
21
22 23