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
551
$290K ﹤0.01%
14,464
-4,411
552
$289K ﹤0.01%
+9,793
553
$289K ﹤0.01%
2,715
-287
554
$288K ﹤0.01%
5,685
+6
555
$288K ﹤0.01%
+4,712
556
$288K ﹤0.01%
148
557
$286K ﹤0.01%
12,504
+3,251
558
$286K ﹤0.01%
9,221
-50,627
559
$286K ﹤0.01%
+9,001
560
$284K ﹤0.01%
612
-1,275
561
$283K ﹤0.01%
+545
562
$283K ﹤0.01%
9,756
-143,715
563
$283K ﹤0.01%
4,961
+4
564
$279K ﹤0.01%
813
-46
565
$279K ﹤0.01%
2,308
+365
566
$278K ﹤0.01%
4,840
567
$275K ﹤0.01%
7,500
568
$274K ﹤0.01%
2,128
569
$274K ﹤0.01%
1,900
-185
570
$271K ﹤0.01%
2,877
-45
571
$266K ﹤0.01%
+4,895
572
$266K ﹤0.01%
3,094
-290
573
$265K ﹤0.01%
3,498
-361,814
574
$263K ﹤0.01%
27,613
-4,973
575
$262K ﹤0.01%
9,969
+25
21 22
23
24 25