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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$21.5M
3
+$20.8M
4
FITB
Fifth Third Bancorp
FITB
+$16.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.3M

Top Sells

1
+$34M
2
+$20.6M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
MXIM
Maxim Integrated Products
MXIM
+$12.4M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-4,743
702
– –
-64,557
703
– –
-3,752
704
– –
-24,410
705
– –
-25,657
706
– –
-13,670
707
– –
-16,146
708
– –
-18,052
709
– –
-95,219
710
– –
-2,735
711
– –
-10,065
712
– –
-71,877
713
– –
-11,202
714
– –
-181,895
715
– –
-13,669
716
– –
-66,246
717
– –
-2,907
718
– –
-3,877
719
– –
-12,050
720
– –
-12,802
721
– –
-2,631
722
– –
-3,114
723
– –
-45,252
724
– –
-5,083
725
– –
-116,597
27 28
29
30 31