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
351
$1.53M 0.02%
9,183
+1,387
352
$1.53M 0.02%
87,215
+14,901
353
$1.51M 0.02%
13,430
+1,581
354
$1.5M 0.02%
13,009
-40
355
$1.49M 0.02%
+14,060
356
$1.47M 0.02%
+5,544
357
$1.47M 0.02%
+42,676
358
$1.46M 0.02%
22,293
+5,732
359
$1.44M 0.02%
7,814
+1,056
360
$1.43M 0.02%
+8,029
361
$1.4M 0.02%
28,801
+7,188
362
$1.38M 0.01%
51,916
+5,773
363
$1.38M 0.01%
13,260
+368
364
$1.38M 0.01%
83,093
+13,429
365
$1.36M 0.01%
31,152
+5,666
366
$1.34M 0.01%
30,660
+14,194
367
$1.33M 0.01%
26,525
+7,248
368
$1.32M 0.01%
34,728
+5,479
369
$1.3M 0.01%
+106,570
370
$1.3M 0.01%
4,985
+415
371
$1.3M 0.01%
10,619
+1,502
372
$1.3M 0.01%
18,281
+2,519
373
$1.29M 0.01%
+36,302
374
$1.29M 0.01%
25,187
+5,119
375
$1.28M 0.01%
19,866
+5,040
13 14
15
16 17