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
351
$1.6M 0.01%
12,636
-2,046
352
$1.57M 0.01%
+124,369
353
$1.55M 0.01%
54,567
+3,741
354
$1.55M 0.01%
+13,412
355
$1.5M 0.01%
36,488
+4,423
356
$1.49M 0.01%
61,664
+746
357
$1.49M 0.01%
+71,887
358
$1.48M 0.01%
282,510
+70,054
359
$1.46M 0.01%
164,742
+22,132
360
$1.44M 0.01%
25,283
-3,287
361
$1.42M 0.01%
35,137
+29,175
362
$1.4M 0.01%
+77,217
363
$1.4M 0.01%
+64,984
364
$1.4M 0.01%
+34,186
365
$1.37M 0.01%
104,906
+17,151
366
$1.36M 0.01%
46,321
-4,330
367
$1.36M 0.01%
51,369
-187,127
368
$1.35M 0.01%
18,822
-582
369
$1.33M 0.01%
3,039
-669
370
$1.32M 0.01%
48,686
-1,580
371
$1.3M 0.01%
+29,234
372
$1.29M 0.01%
31,869
+7,451
373
$1.27M 0.01%
15,267
+2,464
374
$1.26M 0.01%
45,691
-7,093
375
$1.26M 0.01%
210,250
-4,894
13 14
15
16 17