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
301
$2.41M 0.02%
43,884
+19,019
302
$2.4M 0.02%
54,586
-2,375
303
$2.4M 0.02%
6,731
+93
304
$2.39M 0.02%
72,349
+6,345
305
$2.38M 0.02%
38,863
-405
306
$2.36M 0.02%
51,922
-39,706
307
$2.35M 0.02%
13,015
-130
308
$2.34M 0.02%
24,512
+301
309
$2.28M 0.02%
40,812
-96
310
$2.28M 0.02%
+98,221
311
$2.25M 0.02%
176,766
+8,628
312
$2.23M 0.02%
43,879
-5,938
313
$2.16M 0.02%
177,771
-2,939
314
$2.15M 0.02%
12,816
+8,951
315
$2.15M 0.02%
+63,552
316
$2.13M 0.02%
15,669
-295
317
$2.08M 0.02%
45,331
+13,503
318
$2.07M 0.02%
9,247
-182
319
$2.05M 0.02%
+40,008
320
$2.05M 0.02%
35,639
+4,250
321
$2.02M 0.02%
21,977
+21
322
$2.01M 0.02%
6,403
-175
323
$2.01M 0.02%
17,432
-282
324
$2M 0.02%
66,281
-8,734
325
$1.98M 0.02%
19,272
+1,587
11 12
13
14 15