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
601
– –
-10,759
602
– –
-13,286
603
– –
-19,210
604
– –
-72,165
605
– –
-3,860
606
– –
-44,235
607
– –
-143,043
608
– –
-66,758
609
– –
-9,945
610
– –
-17,172
611
– –
-7,325
612
– –
-1,050
613
– –
-10,913
614
– –
-43,869
615
– –
-99,216
616
– –
-1,195
617
– –
-11,112
618
– –
-11,150
619
– –
-15,949
620
– –
-12,368
621
– –
-6,750
622
– –
-7,112
623
– –
-19,564
624
– –
-4,070
625
– –
-23,516
23 24
25
26 27