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
$7.21B
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$35.2M
3
+$21.3M
4
JPM icon
JPMorgan Chase
JPM
+$21.1M
5
HSY icon
Hershey
HSY
+$16M

Top Sells

1
+$32.5M
2
+$30.1M
3
+$29.1M
4
IP icon
International Paper
IP
+$18.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$14.5M

Sector Composition

1 Technology 18.71%
2 Financials 16.28%
3 Healthcare 13.08%
4 Consumer Staples 10.91%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.64M 0.08%
220,594
+42,567
177
$5.61M 0.08%
102,558
+15,850
178
$5.5M 0.08%
15,588
+2,429
179
$5.46M 0.08%
76,064
+27,098
180
$5.45M 0.08%
84,517
+12,951
181
$5.36M 0.07%
86,950
-13,555
182
$5.33M 0.07%
86,819
+13,055
183
$5.25M 0.07%
11,265
-4,020
184
$5.19M 0.07%
50,270
+3,997
185
$5.14M 0.07%
20,554
+794
186
$5M 0.07%
+88,075
187
$5M 0.07%
103,065
+560
188
$4.97M 0.07%
75,517
+2,729
189
$4.92M 0.07%
+58,364
190
$4.86M 0.07%
65,231
+2,604
191
$4.84M 0.07%
47,689
+4,749
192
$4.76M 0.07%
11,599
-14,620
193
$4.74M 0.07%
34,737
+12,211
194
$4.7M 0.07%
+23,420
195
$4.3M 0.06%
115,278
+8,630
196
$4.26M 0.06%
84,349
+46,588
197
$4.21M 0.06%
85,963
-43
198
$4.09M 0.06%
244,939
+20,308
199
$4.07M 0.06%
115,130
+12,194
200
$4.07M 0.06%
82,823
+51,088
6 7
8
9 10