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
$7.16B
AUM Growth
+$907M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$51.9M
3
+$36.4M
4
WTFC icon
Wintrust Financial
WTFC
+$35.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$24.7M

Top Sells

1
+$33.2M
2
+$15.1M
3
+$12.2M
4
DVN icon
Devon Energy
DVN
+$11M
5
SNPS icon
Synopsys
SNPS
+$10.1M

Sector Composition

1 Financials 16.08%
2 Healthcare 15.29%
3 Technology 14.97%
4 Consumer Staples 11.09%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$299K ﹤0.01%
+3,087
502
$299K ﹤0.01%
4,015
+223
503
$299K ﹤0.01%
+15,258
504
$297K ﹤0.01%
4,596
+128
505
$294K ﹤0.01%
6,700
506
$292K ﹤0.01%
13,353
-405
507
$290K ﹤0.01%
1,971
-16,560
508
$287K ﹤0.01%
7,086
+270
509
$286K ﹤0.01%
37,990
-5,745
510
$282K ﹤0.01%
+10,627
511
$275K ﹤0.01%
19,832
-556
512
$275K ﹤0.01%
3,410
513
$272K ﹤0.01%
2,511
+4
514
$268K ﹤0.01%
3,455
515
$267K ﹤0.01%
+7,128
516
$266K ﹤0.01%
3,209
517
$263K ﹤0.01%
1,352
-11,121
518
$260K ﹤0.01%
7,509
-211,081
519
$260K ﹤0.01%
2,464
+37
520
$259K ﹤0.01%
14,739
-985
521
$257K ﹤0.01%
6,913
-1,021
522
$253K ﹤0.01%
10,314
-2,683
523
$250K ﹤0.01%
8,851
-1,207
524
$247K ﹤0.01%
+3,492
525
$246K ﹤0.01%
1,960
+12
19 20
21
22 23