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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
$3.15B
AUM Growth
-$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$21.5M
3
+$11.8M
4
PG icon
Procter & Gamble
PG
+$9.48M
5
WMT icon
Walmart Inc
WMT
+$7.51M

Top Sells

1
+$27.9M
2
+$20.7M
3
+$14.6M
4
UNP icon
Union Pacific
UNP
+$8.58M
5
UAL icon
United Airlines
UAL
+$8.51M

Sector Composition

1 Financials 20.38%
2 Healthcare 13.88%
3 Technology 10.18%
4 Industrials 10.14%
5 Consumer Staples 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
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-1,005
702
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-9,945
703
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-19,320
704
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-10,144
705
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-18,004
706
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-69,918
707
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-11,744
708
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-48,654
709
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-5,868
710
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-21,207
711
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-2,275
712
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-68,082
713
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-15,261
714
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-5,190
715
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-9,300
716
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-74,415
717
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-55,992
718
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-23,453
719
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-1,464,693
720
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-12,475
721
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-2,657
722
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-21,087
723
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-300,082
724
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-32,160
725
– –
-5,787
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