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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
$6.55B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$34.2M
3
+$30.7M
4
MCD icon
McDonald's
MCD
+$15.6M
5
MSFT icon
Microsoft
MSFT
+$10.5M

Top Sells

1
+$63.2M
2
+$30M
3
+$14.3M
4
SBUX icon
Starbucks
SBUX
+$11.9M
5
LRCX icon
Lam Research
LRCX
+$11.6M

Sector Composition

1 Technology 16.69%
2 Financials 15.31%
3 Healthcare 14.68%
4 Consumer Staples 10.91%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
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-5,739
652
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653
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654
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655
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656
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657
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-6,956
658
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-214,960
659
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-44,232
660
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-693
661
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662
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663
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664
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665
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666
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669
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670
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671
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672
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-21,328
673
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674
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-258,050
675
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-9,685
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