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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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$18.3M
3
+$17M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.8M

Top Sells

1
+$22.3M
2
+$18.4M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-17,788
702
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-25,768
703
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704
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705
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-11,554
706
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-43,410
707
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-33,096
708
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-38,032
709
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-16,754
710
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-51,859
711
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-13,354
712
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-9,044
713
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-41,537
714
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-48,674
715
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-7,650
716
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-34,518
717
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-15,435
718
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719
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720
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-14,255
721
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722
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723
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-72,904
724
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-7,349
725
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