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
$6.18B
AUM Growth
+$560M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$29.9M
3
+$14.6M
4
ISRG icon
Intuitive Surgical
ISRG
+$12.9M
5
XOM icon
Exxon Mobil
XOM
+$12.8M

Top Sells

1
+$62.9M
2
+$20.5M
3
+$8.58M
4
BBY icon
Best Buy
BBY
+$8.41M
5
MRK icon
Merck
MRK
+$8.03M

Sector Composition

1 Technology 17.64%
2 Financials 17.57%
3 Healthcare 12.75%
4 Consumer Staples 9.82%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$229K ﹤0.01%
5,545
-1,521
552
$227K ﹤0.01%
+8,416
553
$226K ﹤0.01%
+36,989
554
$224K ﹤0.01%
4,070
+14
555
$223K ﹤0.01%
+866
556
$223K ﹤0.01%
+4,268
557
$217K ﹤0.01%
4,149
+1
558
$213K ﹤0.01%
+3,809
559
$210K ﹤0.01%
+9,020
560
$208K ﹤0.01%
+1,130
561
$202K ﹤0.01%
+4,500
562
$201K ﹤0.01%
19,219
563
$192K ﹤0.01%
10,913
564
$184K ﹤0.01%
+11,150
565
$59K ﹤0.01%
+12,165
566
$55K ﹤0.01%
10
567
$53K ﹤0.01%
13,150
568
$37K ﹤0.01%
+16,942
569
$33K ﹤0.01%
12,837
570
$23K ﹤0.01%
+2,835
571
– –
-29,803
572
– –
-10,041
573
– –
-25,926
574
– –
-15,585
575
– –
-38,481
21 22
23
24 25