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
751
– –
-29,708
752
– –
-24,833
753
– –
-19,516
754
– –
-5,400
755
– –
-1,057
756
– –
-2,794
757
– –
-46,742
758
– –
-48,144
759
– –
-9,968
760
– –
-10,687
761
– –
-7,209
762
– –
-30,473
763
– –
-1,698
764
– –
-30,394
765
– –
-2,685
766
– –
-32,021
767
– –
-20,846
768
– –
-13,882
769
– –
-10,352
770
– –
-17,536
771
– –
-867
772
– –
-39,897
773
– –
-15,879
774
– –
-17,885
775
– –
-12,360
29 30
31
32 33