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
$7.21B
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$35.2M
3
+$21.3M
4
JPM icon
JPMorgan Chase
JPM
+$21.1M
5
HSY icon
Hershey
HSY
+$16M

Top Sells

1
+$32.5M
2
+$30.1M
3
+$29.1M
4
IP icon
International Paper
IP
+$18.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$14.5M

Sector Composition

1 Technology 18.71%
2 Financials 16.28%
3 Healthcare 13.08%
4 Consumer Staples 10.91%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$203K ﹤0.01%
5,739
577
$202K ﹤0.01%
302
-16
578
$202K ﹤0.01%
943
-494
579
$122K ﹤0.01%
+10,858
580
$116K ﹤0.01%
+10,678
581
$108K ﹤0.01%
+19,651
582
$57K ﹤0.01%
+44,292
583
$45K ﹤0.01%
13,150
584
$31K ﹤0.01%
12,837
585
$12K ﹤0.01%
10
586
– –
-28,544
587
– –
-14,142
588
– –
-5,741
589
– –
-65,358
590
– –
-3,082
591
– –
-31,161
592
– –
-738
593
– –
-7,798
594
– –
-4,835
595
– –
-2,238
596
– –
-14,039
597
– –
-16,217
598
– –
-39,288
599
– –
-139,137
600
– –
-5,178
22 23
24
25 26