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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
$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
826
– –
-5,083
827
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-116,597
828
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-6,951
829
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-14,836
830
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-7,220
831
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-7,896
832
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-6,113
833
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-12,506
834
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-13,768
835
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-10,619
836
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-1,294
837
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-9,161
838
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-24,163
839
– –
-8,681
840
– –
-3,956
841
– –
-8,866
842
– –
-6,550
843
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-63,821
844
– –
-9,070
845
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-82,748
846
– –
-7,571
847
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-18,616
848
– –
-11,947
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