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
326
$1.97M 0.02%
17,729
+217
327
$1.96M 0.02%
60,419
+17,588
328
$1.94M 0.02%
18,729
+684
329
$1.94M 0.02%
6,370
-506
330
$1.92M 0.02%
40,419
+3,899
331
$1.91M 0.02%
29,656
-1,051
332
$1.82M 0.02%
71,388
+9,192
333
$1.82M 0.02%
+12,707
334
$1.81M 0.02%
18,324
+719
335
$1.81M 0.02%
19,066
+3,774
336
$1.77M 0.02%
13,621
-43
337
$1.74M 0.01%
7,683
-1,465
338
$1.72M 0.01%
+246,030
339
$1.72M 0.01%
59,901
+197
340
$1.71M 0.01%
41,807
-520
341
$1.71M 0.01%
+45,058
342
$1.71M 0.01%
65,747
+2,672
343
$1.7M 0.01%
+34,017
344
$1.67M 0.01%
46,595
-297
345
$1.64M 0.01%
+102,435
346
$1.64M 0.01%
284
-6
347
$1.64M 0.01%
36,382
-128,281
348
$1.63M 0.01%
7,935
-1,395
349
$1.62M 0.01%
124,331
-15,010
350
$1.61M 0.01%
+205,845
12 13
14
15 16