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
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$34.2M
3
+$23.8M
4
M icon
Macy's
M
+$20.2M
5
MET icon
MetLife
MET
+$11.7M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19.1M
4
ABBV icon
AbbVie
ABBV
+$18.3M
5
JPM icon
JPMorgan Chase
JPM
+$15.7M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-1,242
652
– –
-73,037
653
– –
-7,878
654
– –
-16,839
655
– –
-20,600
656
– –
-150,564
657
– –
-751,134
658
– –
-3,485
659
– –
-1,305
660
– –
-82,383
661
– –
-1,174
662
– –
-13,435
663
– –
-47,563
664
– –
-41,620
665
– –
-1,744
666
– –
-145,705
667
– –
-3,175
668
– –
-10,192
669
– –
-17,182
670
– –
-951
671
– –
-19,594
672
– –
-80,102
673
– –
-3,086
23 24 25 26
27