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
$9.38B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$25.7M
3
+$25.6M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$22.7M
5
NKE icon
Nike
NKE
+$21.2M

Top Sells

1
+$49.2M
2
+$29.9M
3
+$29.4M
4
EVRG icon
Evergy
EVRG
+$28.7M
5
PLD icon
Prologis
PLD
+$14M

Sector Composition

1 Technology 21.92%
2 Financials 15.46%
3 Healthcare 11.24%
4 Industrials 10.19%
5 Consumer Discretionary 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.81M 0.02%
+7,338
327
$1.81M 0.02%
+82,742
328
$1.79M 0.02%
108,869
+24,360
329
$1.78M 0.02%
+18,867
330
$1.77M 0.02%
52,772
+8,849
331
$1.76M 0.02%
22,931
+2,881
332
$1.75M 0.02%
46,481
+19,520
333
$1.74M 0.02%
+19,962
334
$1.74M 0.02%
8,101
+1,600
335
$1.71M 0.02%
+19,618
336
$1.69M 0.02%
34,506
+10,050
337
$1.69M 0.02%
22,630
+3,301
338
$1.65M 0.02%
44,579
+10,058
339
$1.63M 0.02%
+29,042
340
$1.63M 0.02%
34,225
+19,528
341
$1.62M 0.02%
10,723
+1,702
342
$1.61M 0.02%
59,451
+9,477
343
$1.61M 0.02%
49,997
+21,608
344
$1.6M 0.02%
+25,842
345
$1.6M 0.02%
+23,245
346
$1.57M 0.02%
37,233
+5,770
347
$1.56M 0.02%
35,902
+5,832
348
$1.55M 0.02%
11,406
+1,157
349
$1.55M 0.02%
111,676
+11,610
350
$1.54M 0.02%
40,919
-17,885
12 13
14
15 16