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
$6.18B
AUM Growth
+$560M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$29.9M
3
+$14.6M
4
ISRG icon
Intuitive Surgical
ISRG
+$12.9M
5
XOM icon
Exxon Mobil
XOM
+$12.8M

Top Sells

1
+$62.9M
2
+$20.5M
3
+$8.58M
4
BBY icon
Best Buy
BBY
+$8.41M
5
MRK icon
Merck
MRK
+$8.03M

Sector Composition

1 Technology 17.64%
2 Financials 17.57%
3 Healthcare 12.75%
4 Consumer Staples 9.82%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-20,371
627
– –
-191,842
628
– –
-10,673
629
– –
-51,241
630
– –
-21,841
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