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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
$3.15B
AUM Growth
-$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$21.5M
3
+$11.8M
4
PG icon
Procter & Gamble
PG
+$9.48M
5
WMT icon
Walmart Inc
WMT
+$7.51M

Top Sells

1
+$27.9M
2
+$20.7M
3
+$14.6M
4
UNP icon
Union Pacific
UNP
+$8.58M
5
UAL icon
United Airlines
UAL
+$8.51M

Sector Composition

1 Financials 20.38%
2 Healthcare 13.88%
3 Technology 10.18%
4 Industrials 10.14%
5 Consumer Staples 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$187K 0.01%
+11,925
602
$187K 0.01%
+13,847
603
$168K 0.01%
+26,761
604
$158K 0.01%
+47,970
605
$155K ﹤0.01%
+32,228
606
$155K ﹤0.01%
+14,907
607
$153K ﹤0.01%
10,443
608
$153K ﹤0.01%
13,107
-575,017
609
$153K ﹤0.01%
+95,840
610
$132K ﹤0.01%
14,710
611
$106K ﹤0.01%
+20,725
612
$97K ﹤0.01%
+12,688
613
$68K ﹤0.01%
+10,172
614
$7K ﹤0.01%
2,333
+500
615
– –
-5,614
616
– –
-36,418
617
– –
-12,566
618
– –
-5,644
619
– –
-19,894
620
– –
-7,668
621
– –
-10,366
622
– –
-3,250
623
– –
-26,135
624
– –
-3,736
625
– –
-2,356
23 24
25
26 27