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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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$27M
3
+$22.5M
4
XOM icon
Exxon Mobil
XOM
+$14.7M
5
AES icon
AES
AES
+$13.6M

Top Sells

1
+$24.1M
2
+$22.7M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$11.8M
5
VZ icon
Verizon
VZ
+$8.71M

Sector Composition

1 Financials 18.44%
2 Technology 13.83%
3 Industrials 11.98%
4 Healthcare 11.68%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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729
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730
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735
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736
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741
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