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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
$10.8B
AUM Growth
-$725M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$48.8M
3
+$37M
4
BR icon
Broadridge
BR
+$30M
5
ADBE icon
Adobe
ADBE
+$17.6M

Top Sells

1
+$77.3M
2
+$35.6M
3
+$31.3M
4
HON icon
Honeywell
HON
+$30.6M
5
EMR icon
Emerson Electric
EMR
+$30.6M

Sector Composition

1 Technology 24.47%
2 Financials 17.31%
3 Healthcare 10.28%
4 Industrials 9.85%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
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-82,200
777
– –
-659,170
778
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-424
779
– –
-30,292
780
– –
-15,718
781
– –
-31,887
782
– –
-160,443
783
– –
-23,708
784
– –
-3,573
785
– –
-60,578
786
– –
-2,670
787
– –
-16,052
788
– –
-40,668
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