We are live on ! Find out more
ZIM

Zacks Investment Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.99B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$40.2M
3
+$8.48M
4
INTU icon
Intuit
INTU
+$7.17M
5
AMT icon
American Tower
AMT
+$5.88M

Top Sells

1
+$25.5M
2
+$23.8M
3
+$15.1M
4
M icon
Macy's
M
+$14.5M
5
CFG icon
Citizens Financial Group
CFG
+$13.2M

Sector Composition

1 Financials 18.35%
2 Technology 14.81%
3 Healthcare 11.93%
4 Consumer Staples 10.73%
5 Industrials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-183,394
577
– –
-4,313
578
– –
-79,475
579
– –
-32,461
580
– –
-6,476
581
– –
-337,304
582
– –
-66,057
583
– –
-9,097
584
– –
-39,065
585
– –
-31,099
586
– –
-19,163
587
– –
-19,881
588
– –
-7,598
589
– –
-45,867
590
– –
-34,954
591
– –
-11,511
592
– –
-118,971
593
– –
-2,447
594
– –
-18,385
595
– –
-12,511
596
– –
-2,672
597
– –
-89,160
598
– –
-6,120
599
– –
-36,502
600
– –
-51,034
21 22 23
24
25