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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$22M
3
+$19.2M
4
VZ icon
Verizon
VZ
+$16M
5
SLB icon
SLB Ltd
SLB
+$12.4M

Top Sells

1
+$29M
2
+$19M
3
+$17.1M
4
KR icon
Kroger
KR
+$12.1M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-4,610
652
– –
-31,944
653
– –
-12,956
654
– –
-4,247
655
– –
-12,842
656
– –
-50,723
657
– –
-6,673
658
– –
-19,184
659
– –
-27,353
660
– –
-3,829
661
– –
-11,232
662
– –
-11,073
663
– –
-11,511
664
– –
-14,756
665
– –
-12,334
666
– –
-107,604
667
– –
-140,145
668
– –
-39,205
669
– –
-5,490
670
– –
-32,413
671
– –
-10,386
672
– –
-64,068
673
– –
-5,354
674
– –
-25,377
675
– –
-6,325
25 26
27
28 29