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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$27M
3
+$22.5M
4
XOM icon
Exxon Mobil
XOM
+$14.7M
5
AES icon
AES
AES
+$13.6M

Top Sells

1
+$24.1M
2
+$22.7M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$11.8M
5
VZ icon
Verizon
VZ
+$8.71M

Sector Composition

1 Financials 18.44%
2 Technology 13.83%
3 Industrials 11.98%
4 Healthcare 11.68%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$67K ﹤0.01%
+7,583
577
$56K ﹤0.01%
10,233
-312,414
578
$20K ﹤0.01%
13,136
-380,355
579
$13K ﹤0.01%
10,000
580
$13K ﹤0.01%
20,200
581
– –
-2,868
582
– –
-65,783
583
– –
-25,866
584
– –
-49,932
585
– –
-10,968
586
– –
-5,777
587
– –
-2,693
588
– –
-879
589
– –
-20,855
590
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-3,656
591
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-41,197
592
– –
-8,884
593
– –
-10,066
594
– –
-10,272
595
– –
-159,343
596
– –
-49,572
597
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-1,127
598
– –
-8,082
599
– –
-33,274
600
– –
-56,348
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