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
$7.16B
AUM Growth
+$907M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$51.9M
3
+$36.4M
4
WTFC icon
Wintrust Financial
WTFC
+$35.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$24.7M

Top Sells

1
+$33.2M
2
+$15.1M
3
+$12.2M
4
DVN icon
Devon Energy
DVN
+$11M
5
SNPS icon
Synopsys
SNPS
+$10.1M

Sector Composition

1 Financials 16.08%
2 Healthcare 15.29%
3 Technology 14.97%
4 Consumer Staples 11.09%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$26M 0.36%
97,418
+1,409
77
$24.6M 0.34%
93,568
+3,655
78
$24.5M 0.34%
147,779
+2,218
79
$23.9M 0.33%
459,378
+18,989
80
$23.5M 0.33%
890,353
-1,652
81
$23.5M 0.33%
99,997
+2,408
82
$21.4M 0.3%
144,926
+2,380
83
$21.4M 0.3%
49,914
+14,926
84
$20.8M 0.29%
97,274
+1,619
85
$20.7M 0.29%
457,663
-114,741
86
$19.6M 0.27%
185,443
+9,398
87
$19.5M 0.27%
519,533
-10,940
88
$19.5M 0.27%
62,685
+6,277
89
$19.2M 0.27%
89,772
+79,325
90
$19.2M 0.27%
253,259
+4,080
91
$18.7M 0.26%
191,543
-315
92
$18M 0.25%
88,779
+722
93
$17.9M 0.25%
108,156
-470
94
$17.5M 0.24%
154,608
+2,636
95
$17.3M 0.24%
110,215
+28,140
96
$17.1M 0.24%
578,670
+170,110
97
$17M 0.24%
131,643
-25,940
98
$16.9M 0.24%
30,743
+92
99
$16.7M 0.23%
119,577
+1,574
100
$16.7M 0.23%
142,436
+913
2 3
4
5 6