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
$10.8B
AUM Growth
-$725M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$48.8M
3
+$37M
4
BR icon
Broadridge
BR
+$30M
5
ADBE icon
Adobe
ADBE
+$17.6M

Top Sells

1
+$77.3M
2
+$35.6M
3
+$31.3M
4
HON icon
Honeywell
HON
+$30.6M
5
EMR icon
Emerson Electric
EMR
+$30.6M

Sector Composition

1 Technology 24.47%
2 Financials 17.31%
3 Healthcare 10.28%
4 Industrials 9.85%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$80.2K ﹤0.01%
+2,655
652
$74.1K ﹤0.01%
+15,471
653
$73.9K ﹤0.01%
+11,310
654
$67.7K ﹤0.01%
+22,340
655
$66.8K ﹤0.01%
26,623
+12,970
656
$62.1K ﹤0.01%
+16,421
657
$49K ﹤0.01%
+33,300
658
$46.8K ﹤0.01%
13,966
-9,974
659
$46.5K ﹤0.01%
21,646
660
$41.8K ﹤0.01%
10,573
-7,134
661
$41.4K ﹤0.01%
+3,112
662
$37.7K ﹤0.01%
+18,657
663
$25.5K ﹤0.01%
+21,044
664
$21.9K ﹤0.01%
+12,044
665
$7.88K ﹤0.01%
+14,000
666
– –
-17,357
667
– –
-12,617
668
– –
-41,569
669
– –
-351,929
670
– –
-7,756
671
– –
-69,531
672
– –
-102,713
673
– –
-1,659
674
– –
-213,639
675
– –
-13,935
25 26
27
28 29