We are live on ! Find out more
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
$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
– –
-17,172
602
– –
-7,325
603
– –
-1,050
604
– –
-10,913
605
– –
-43,869
606
– –
-99,216
607
– –
-1,195
608
– –
-11,112
609
– –
-11,150
610
– –
-15,949
611
– –
-12,368
612
– –
-6,750
613
– –
-7,112
614
– –
-10,157
615
– –
-49,088
616
– –
-12,150
617
– –
-13,286
618
– –
-31,059
619
– –
-20,935
620
– –
-62,998
621
– –
-65,014
622
– –
-131,560
623
– –
-8,685
624
– –
-27,287
625
– –
-5,755
23 24
25
26 27