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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$22M
3
+$19.2M
4
VZ icon
Verizon
VZ
+$16M
5
SLB icon
SLB Ltd
SLB
+$12.4M

Top Sells

1
+$29M
2
+$19M
3
+$17.1M
4
KR icon
Kroger
KR
+$12.1M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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704
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710
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714
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715
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717
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719
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720
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721
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722
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723
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724
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-12,576
725
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-2,593
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