We are live on ! Find out more
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
$3.54B
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
701
– –
-18,944
702
– –
-10,192
703
– –
-60,441
704
– –
-18,033
705
– –
-11,776
706
– –
-48,299
707
– –
-53,125
708
– –
-25,777
709
– –
-297,310
710
– –
-4,342
711
– –
-5,964
712
– –
-12,879
713
– –
-11,770
714
– –
-372,219
715
– –
-55,117
716
– –
-38,181
717
– –
-66,723
718
– –
-12,507
719
– –
-17,457
720
– –
-24,102
721
– –
-79,752
722
– –
-52,576
723
– –
-20,212
724
– –
-102,809
725
– –
-1,762
27 28
29
30 31