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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
$4.08B
AUM Growth
-$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$36.7M
3
+$31.9M
4
BMY icon
Bristol-Myers Squibb
BMY
+$10.7M
5
AMAT icon
Applied Materials
AMAT
+$10.6M

Top Sells

1
+$41.2M
2
+$36.4M
3
+$15.4M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$11M
5
CCI icon
Crown Castle
CCI
+$9.16M

Sector Composition

1 Technology 16.6%
2 Financials 15.9%
3 Healthcare 15.22%
4 Consumer Staples 11.8%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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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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507
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508
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509
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-18,533
510
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511
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-165,422
512
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513
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-23,960
514
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515
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516
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520
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522
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525
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