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
$7.16B
AUM Growth
+$907M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$51.9M
3
+$36.4M
4
WTFC icon
Wintrust Financial
WTFC
+$35.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$24.7M

Top Sells

1
+$33.2M
2
+$15.1M
3
+$12.2M
4
DVN icon
Devon Energy
DVN
+$11M
5
SNPS icon
Synopsys
SNPS
+$10.1M

Sector Composition

1 Financials 16.08%
2 Healthcare 15.29%
3 Technology 14.97%
4 Consumer Staples 11.09%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$88.6K ﹤0.01%
+13,202
577
$87K ﹤0.01%
+11,933
578
$77.5K ﹤0.01%
+10,831
579
$75.3K ﹤0.01%
39,613
+26,269
580
$73.7K ﹤0.01%
11,586
-2,607
581
$71.2K ﹤0.01%
+20,228
582
$64.5K ﹤0.01%
21,071
-848
583
$49.1K ﹤0.01%
+17,546
584
$45.7K ﹤0.01%
+708
585
$44K ﹤0.01%
+721
586
$37.9K ﹤0.01%
255
587
$37.6K ﹤0.01%
+542
588
$37.3K ﹤0.01%
+19,853
589
$34.1K ﹤0.01%
4,165
-574
590
$30.6K ﹤0.01%
13,892
+807
591
$28.6K ﹤0.01%
+1,217
592
$27.6K ﹤0.01%
+18,417
593
$16.4K ﹤0.01%
13,150
-150
594
$5K ﹤0.01%
+10,047
595
$3.67K ﹤0.01%
10
596
– –
-2,284
597
– –
-83,644
598
– –
-2,070
599
– –
-9,999
600
– –
-2,865
22 23
24
25 26