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
101
$16.6M 0.23%
242,808
+184,921
102
$16.3M 0.23%
212,807
+1,586
103
$15.6M 0.22%
87,550
+414
104
$15.4M 0.22%
127,243
-63,683
105
$15.4M 0.22%
184,216
+800
106
$15.4M 0.21%
46,560
-13,941
107
$15.3M 0.21%
33,535
-13,274
108
$15.3M 0.21%
312,395
+337
109
$15.2M 0.21%
25,315
+78
110
$15.1M 0.21%
160,397
+27,566
111
$14.1M 0.2%
53,140
+50,830
112
$13.9M 0.19%
126,461
-3,136
113
$13.8M 0.19%
71,832
+863
114
$13.4M 0.19%
65,890
+1,638
115
$13.3M 0.19%
131,282
-3,523
116
$13.1M 0.18%
43,646
+622
117
$13.1M 0.18%
450,360
+61,995
118
$13M 0.18%
46,719
+476
119
$12.9M 0.18%
475,868
+9,194
120
$12.8M 0.18%
106,752
+34,455
121
$12.7M 0.18%
129,094
-602
122
$12.6M 0.18%
205,302
-160,718
123
$12.1M 0.17%
32,261
-14,541
124
$12M 0.17%
30,809
-17,927
125
$11.9M 0.17%
80,533
+1,546
3 4
5
6 7