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
551
$219K ﹤0.01%
2,507
-374
552
$216K ﹤0.01%
9,028
-1,192
553
$216K ﹤0.01%
19,219
554
$215K ﹤0.01%
+6,530
555
$214K ﹤0.01%
2,157
-342
556
$214K ﹤0.01%
+9,382
557
$213K ﹤0.01%
+4,558
558
$213K ﹤0.01%
+1,573
559
$213K ﹤0.01%
+5,700
560
$212K ﹤0.01%
+3,339
561
$208K ﹤0.01%
2,773
-1,881
562
$208K ﹤0.01%
6,543
-967
563
$205K ﹤0.01%
+2,763
564
$205K ﹤0.01%
+4,000
565
$201K ﹤0.01%
+4,748
566
$201K ﹤0.01%
+23,202
567
$200K ﹤0.01%
2,684
-494
568
$177K ﹤0.01%
21,580
-58,627
569
$162K ﹤0.01%
21,694
570
$148K ﹤0.01%
11,342
-293
571
$137K ﹤0.01%
55,801
-7,910
572
$134K ﹤0.01%
13,718
-72,970
573
$121K ﹤0.01%
+4,294
574
$118K ﹤0.01%
12,272
-9,636
575
$107K ﹤0.01%
+11,559
21 22
23
24 25