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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$22M
3
+$19.2M
4
VZ icon
Verizon
VZ
+$16M
5
SLB icon
SLB Ltd
SLB
+$12.4M

Top Sells

1
+$29M
2
+$19M
3
+$17.1M
4
KR icon
Kroger
KR
+$12.1M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$230K 0.01%
25,911
-17
552
$229K 0.01%
7,988
-43,449
553
$229K 0.01%
+18,394
554
$228K 0.01%
7,722
+2
555
$228K 0.01%
+12,295
556
$228K 0.01%
+19,651
557
$228K 0.01%
+2,019
558
$228K 0.01%
+4,627
559
$227K 0.01%
+5,441
560
$227K 0.01%
+13,554
561
$227K 0.01%
20,210
+5,894
562
$226K 0.01%
+33,768
563
$225K 0.01%
+8,176
564
$224K 0.01%
1,125
565
$224K 0.01%
+7,706
566
$222K 0.01%
6,074
+766
567
$221K 0.01%
+2,219
568
$221K 0.01%
+8,658
569
$220K 0.01%
10,775
-9,203
570
$219K 0.01%
+848
571
$218K 0.01%
10,996
-830
572
$218K 0.01%
+8,303
573
$217K 0.01%
11,792
-12
574
$216K 0.01%
2,074
+1
575
$215K 0.01%
+4,160
21 22
23
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