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
276
$3.14M 0.03%
8,404
+97
277
$3.06M 0.03%
71,262
+15,734
278
$3.06M 0.03%
33,586
-1,210
279
$3.05M 0.03%
+265,947
280
$2.95M 0.03%
14,147
+1,966
281
$2.94M 0.03%
+34,897
282
$2.93M 0.03%
26,837
-4,412
283
$2.89M 0.02%
53,148
+17,389
284
$2.86M 0.02%
23,388
+1,634
285
$2.84M 0.02%
25,996
-8,527
286
$2.82M 0.02%
61,569
-53,384
287
$2.77M 0.02%
74,325
+4,877
288
$2.75M 0.02%
7,845
-245
289
$2.73M 0.02%
185,388
-4,363
290
$2.68M 0.02%
82,722
-582
291
$2.62M 0.02%
110,062
-96,352
292
$2.57M 0.02%
88,024
-79,720
293
$2.56M 0.02%
+15,282
294
$2.54M 0.02%
135,845
+7,757
295
$2.48M 0.02%
38,353
-595
296
$2.46M 0.02%
21,367
+19,441
297
$2.45M 0.02%
+75,253
298
$2.45M 0.02%
57,278
+3,383
299
$2.42M 0.02%
54,253
-470
300
$2.42M 0.02%
10,473
+951
10 11
12
13 14