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
$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 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
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777
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779
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780
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781
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782
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-11,003
783
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-11,329
784
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-8,081
785
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-659,170
786
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-424
787
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-25,898
788
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-2,627
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