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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
$4.59B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$39.1M
3
+$38.2M
4
DAL icon
Delta Air Lines
DAL
+$35.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$7.82M

Top Sells

1
+$41.6M
2
+$37.7M
3
+$36.2M
4
XRX icon
Xerox
XRX
+$26.7M
5
RYN icon
Rayonier
RYN
+$13.8M

Sector Composition

1 Financials 18.58%
2 Technology 14.83%
3 Healthcare 12.59%
4 Industrials 9.96%
5 Consumer Staples 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
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-4,816
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679
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680
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681
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682
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683
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-11,584
684
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685
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686
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688
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689
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-29,971
690
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691
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692
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695
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696
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