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
$6.34B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
674
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$34.5M
3
+$24.3M
4
CSCO icon
Cisco
CSCO
+$20.6M
5
BMY icon
Bristol-Myers Squibb
BMY
+$20M

Top Sells

1
+$47.1M
2
+$36.3M
3
+$32.2M
4
PSX icon
Phillips 66
PSX
+$32M
5
AMED
Amedisys
AMED
+$17.7M

Sector Composition

1 Technology 18.34%
2 Financials 17%
3 Healthcare 12.62%
4 Consumer Staples 10.07%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$205K ﹤0.01%
19,219
577
$204K ﹤0.01%
+2,093
578
$204K ﹤0.01%
+799
579
$203K ﹤0.01%
+9,608
580
$203K ﹤0.01%
+32,000
581
$181K ﹤0.01%
+5,500
582
$172K ﹤0.01%
10,904
-321,648
583
$153K ﹤0.01%
2,632
-540,231
584
$143K ﹤0.01%
+10,216
585
$129K ﹤0.01%
+25,000
586
$90K ﹤0.01%
+16,194
587
$83K ﹤0.01%
22,212
+10,047
588
$82K ﹤0.01%
+15,000
589
$48K ﹤0.01%
+10,000
590
$48K ﹤0.01%
13,150
591
$33K ﹤0.01%
+10,000
592
$33K ﹤0.01%
+400
593
$32K ﹤0.01%
10
594
$31K ﹤0.01%
12,837
595
– –
-13,314
596
– –
-18,461
597
– –
-39,712
598
– –
-1,130
599
– –
-16,942
600
– –
-4,001
22 23
24
25 26