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
601
– –
-20,518
602
– –
-1,539
603
– –
-983
604
– –
-1,491
605
– –
-24,820
606
– –
-10,242
607
– –
-4,551
608
– –
-20,459
609
– –
-25,467
610
– –
-18,437
611
– –
-9,424
612
– –
-21,264
613
– –
-13,163
614
– –
-4,226
615
– –
-10,334
616
– –
-11,540
617
– –
-16,687
618
– –
-33,390
619
– –
-57,017
620
– –
-37,027
621
– –
-18,830
622
– –
-5,812
623
– –
-47,929
624
– –
-9,545
625
– –
-230,136
23 24
25
26 27