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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
$4.79B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$36.8M
3
+$27.7M
4
LMT icon
Lockheed Martin
LMT
+$12.9M
5
MET icon
MetLife
MET
+$10.6M

Top Sells

1
+$46.4M
2
+$26M
3
+$21M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$18.7M
5
INTU icon
Intuit
INTU
+$12.9M

Sector Composition

1 Financials 18.63%
2 Healthcare 15.46%
3 Technology 14.82%
4 Consumer Discretionary 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
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-6,445
627
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-2,162
628
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629
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-1,042
630
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-8,062
632
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-46,232
633
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-79,211
634
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-10,000
635
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-47,851
636
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-12,899
637
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638
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-41,977
639
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-88,901
640
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-61,538
641
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-5,880
642
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-18,298
643
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-6,317
644
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-4,355
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