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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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.5M
3
+$21.8M
4
CSCO icon
Cisco
CSCO
+$19.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.5M
2
+$19.3M
3
+$17.2M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 14.52%
3 Industrials 11.9%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$101K ﹤0.01%
821
627
$93K ﹤0.01%
+10,298
628
$91K ﹤0.01%
+53,455
629
$87K ﹤0.01%
+671
630
$87K ﹤0.01%
+3,337
631
$60K ﹤0.01%
12,968
-83,960
632
$40K ﹤0.01%
+733
633
$17K ﹤0.01%
+10,000
634
$14K ﹤0.01%
+28
635
$11K ﹤0.01%
+20,200
636
– –
-15,913
637
– –
-56,006
638
– –
-5,952
639
– –
-21,432
640
– –
-10,756
641
– –
-6,748
642
– –
-10,670
643
– –
-7,223
644
– –
-24,047
645
– –
-18,835
646
– –
-37,076
647
– –
-21,175
648
– –
-5,088
649
– –
-37,495
650
– –
-21,425
24 25
26
27 28