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
$10.8B
AUM Growth
-$725M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$48.8M
3
+$37M
4
BR icon
Broadridge
BR
+$30M
5
ADBE icon
Adobe
ADBE
+$17.6M

Top Sells

1
+$77.3M
2
+$35.6M
3
+$31.3M
4
HON icon
Honeywell
HON
+$30.6M
5
EMR icon
Emerson Electric
EMR
+$30.6M

Sector Composition

1 Technology 24.47%
2 Financials 17.31%
3 Healthcare 10.28%
4 Industrials 9.85%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$365K ﹤0.01%
+1,619
527
$358K ﹤0.01%
629
+19
528
$356K ﹤0.01%
32,130
-1,327
529
$352K ﹤0.01%
2,449
-253
530
$350K ﹤0.01%
2,058
-3,782
531
$346K ﹤0.01%
+4,295
532
$342K ﹤0.01%
494
+20
533
$342K ﹤0.01%
6,412
-10
534
$337K ﹤0.01%
912
-78
535
$335K ﹤0.01%
23,500
-1,000
536
$330K ﹤0.01%
8,280
-1,220
537
$329K ﹤0.01%
+4,407
538
$323K ﹤0.01%
+7,435
539
$319K ﹤0.01%
32,685
-18,038
540
$318K ﹤0.01%
7,428
-2,732
541
$318K ﹤0.01%
638
+117
542
$317K ﹤0.01%
1,611
+37
543
$311K ﹤0.01%
2,934
-56
544
$308K ﹤0.01%
6,933
-317
545
$298K ﹤0.01%
634
-6
546
$296K ﹤0.01%
38,585
547
$295K ﹤0.01%
2,703
-23,636
548
$295K ﹤0.01%
15,954
+108
549
$294K ﹤0.01%
1,112
+74
550
$293K ﹤0.01%
+6,256
20 21
22
23 24