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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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$26.9M
3
+$25.6M
4
CMS icon
CMS Energy
CMS
+$15.8M
5
XOM icon
Exxon Mobil
XOM
+$15.8M

Top Sells

1
+$41.3M
2
+$39.7M
3
+$38.3M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$9.08M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
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-47,877
627
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-15,490
628
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-55,184
629
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-18,026
630
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-26,774
631
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-17,177
632
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-24,363
633
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-124,984
634
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-12,234
635
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-10,890
636
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-170,537
637
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-38,141
638
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-24,566
639
– –
-87,707
640
– –
-12,352
641
– –
-20,688
642
– –
-3,757
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