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
$11.7B
AUM Growth
+$979M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$50.1M
3
+$34.9M
4
APH icon
Amphenol
APH
+$27M
5
FERG icon
Ferguson
FERG
+$17.3M

Top Sells

1
+$38M
2
+$32.4M
3
+$31.7M
4
MSFT icon
Microsoft
MSFT
+$20.9M
5
F icon
Ford
F
+$20.9M

Sector Composition

1 Technology 24.4%
2 Financials 17.2%
3 Industrials 11.1%
4 Healthcare 10.4%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.83M 0.03%
15,582
-261
252
$3.78M 0.03%
81,838
+3,724
253
$3.78M 0.03%
10,784
-8,116
254
$3.76M 0.03%
153,721
-635
255
$3.75M 0.03%
119,710
+1,270
256
$3.74M 0.03%
205,578
-48,214
257
$3.72M 0.03%
+53,764
258
$3.69M 0.03%
13,357
+401
259
$3.69M 0.03%
326,733
+43,652
260
$3.69M 0.03%
+20,741
261
$3.66M 0.03%
411,027
-4,405
262
$3.55M 0.03%
40,804
+7,302
263
$3.54M 0.03%
119,232
-7,468
264
$3.51M 0.03%
78,303
+1,894
265
$3.48M 0.03%
36,295
+916
266
$3.44M 0.03%
108,397
+75,953
267
$3.43M 0.03%
47,256
+1,758
268
$3.42M 0.03%
29,933
+72
269
$3.42M 0.03%
+29,234
270
$3.41M 0.03%
66,083
+713
271
$3.36M 0.03%
42,978
-944
272
$3.34M 0.03%
13,537
-23,095
273
$3.28M 0.03%
+91,350
274
$3.27M 0.03%
31,248
-734
275
$3.22M 0.03%
280,200
+3,626
9 10
11
12 13