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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$21.5M
3
+$20.8M
4
FITB
Fifth Third Bancorp
FITB
+$16.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.3M

Top Sells

1
+$34M
2
+$20.6M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
MXIM
Maxim Integrated Products
MXIM
+$12.4M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$222K 0.01%
+11,626
577
$221K 0.01%
22,108
-3,564
578
$221K 0.01%
+28,621
579
$220K 0.01%
7,972
-1,703
580
$219K 0.01%
347
-68
581
$216K 0.01%
+6,713
582
$216K 0.01%
+3,256
583
$215K 0.01%
+15,464
584
$213K 0.01%
+8,714
585
$213K 0.01%
+1,014
586
$212K 0.01%
10,290
-3,198
587
$212K 0.01%
2,956
-1,344
588
$212K 0.01%
+15,397
589
$211K 0.01%
+2,323
590
$210K 0.01%
+32,376
591
$210K 0.01%
36,720
+25,036
592
$209K 0.01%
16,774
-7,379
593
$208K 0.01%
+7,324
594
$207K 0.01%
+7,288
595
$207K 0.01%
+10,283
596
$204K 0.01%
2,573
-642
597
$204K 0.01%
+6,360
598
$203K 0.01%
1,833
-1,003
599
$203K 0.01%
4,756
-1,011
600
$203K 0.01%
+15,348
22 23
24
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