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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$21.5M
3
+$20.8M
4
FITB
Fifth Third Bancorp
FITB
+$16.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.3M

Top Sells

1
+$34M
2
+$20.6M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
MXIM
Maxim Integrated Products
MXIM
+$12.4M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-9,412
777
– –
-41,780
778
– –
-30,070
779
– –
-11,622
780
– –
-6,683
781
– –
-22,252
782
– –
-3,067
783
– –
-45,886
784
– –
-6,324
785
– –
-3,651
786
– –
-13,609
787
– –
-27,253
788
– –
-5,888
789
– –
-8,630
790
– –
-347,700
791
– –
-6,565
792
– –
-13,909
793
– –
-5,487
794
– –
-43,008
795
– –
-15,210
796
– –
-35,021
797
– –
-149,508
798
– –
-6,310
799
– –
-20,275
800
– –
-10,706
30 31
32
33 34