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
526
$245K ﹤0.01%
5,450
-707
527
$239K ﹤0.01%
2,734
528
$239K ﹤0.01%
+12,676
529
$237K ﹤0.01%
+2,305
530
$237K ﹤0.01%
19,107
-2,713
531
$237K ﹤0.01%
+6,800
532
$236K ﹤0.01%
+1,316
533
$236K ﹤0.01%
+14,234
534
$236K ﹤0.01%
+4,484
535
$236K ﹤0.01%
1,157
+44
536
$233K ﹤0.01%
+7,674
537
$233K ﹤0.01%
44,620
+179
538
$232K ﹤0.01%
32,416
-4,573
539
$231K ﹤0.01%
1,261
-323
540
$231K ﹤0.01%
3,498
-453
541
$230K ﹤0.01%
15,016
-4,143
542
$230K ﹤0.01%
14,406
-427
543
$229K ﹤0.01%
11,000
544
$226K ﹤0.01%
5,729
-860
545
$225K ﹤0.01%
1,308
546
$224K ﹤0.01%
+3,776
547
$224K ﹤0.01%
1,688
-103,302
548
$222K ﹤0.01%
1,040
+33
549
$221K ﹤0.01%
+1,002
550
$221K ﹤0.01%
3,764
20 21
22
23 24