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
$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
751
– –
-3,101
752
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-4,552
753
– –
-5,081
754
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-2,320
755
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-2,693
756
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-4,714
757
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-19,394
758
– –
-10,298
759
– –
-67,870
760
– –
-13,766
761
– –
-5,160
762
– –
-3,496
763
– –
-46,488
764
– –
-2,754
765
– –
-15,342
766
– –
-7,250
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