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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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$18.3M
3
+$17M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.8M

Top Sells

1
+$22.3M
2
+$18.4M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
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-9,205
802
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-32,675
803
– –
-14,048
804
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-22,009
805
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-23,080
806
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-18,272
807
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-29,500
808
– –
-5,237
809
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-9,587
810
– –
-35,772
811
– –
-65,735
812
– –
-13,346
813
– –
-4,118
814
– –
-238,619
815
– –
-10,675
816
– –
-22,967
817
– –
-100,944
818
– –
-15,006
819
– –
-32,414
820
– –
-30,859
821
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-24,731
822
– –
-77,322
823
– –
-38,131
824
– –
-12,908
825
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-4,607
31 32
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