We are live on ! Find out more
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
$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
801
– –
-12,977
802
– –
-10,674
803
– –
-133,036
804
– –
-13,119
805
– –
-4,305
806
– –
-45,537
807
– –
-2,626
808
– –
-10,366
809
– –
-11,000
810
– –
-20,777
811
– –
-21,103
812
– –
-8,439
813
– –
-10,468
814
– –
-23,147
815
– –
-5,823
816
– –
-13,346
817
– –
-16,146
818
– –
-18,052
819
– –
-95,219
820
– –
-3,877
821
– –
-12,050
822
– –
-12,802
823
– –
-2,631
824
– –
-3,114
825
– –
-45,252
30 31 32
33
34