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
376
$1.24M 0.01%
50,477
+29,066
377
$1.24M 0.01%
5,674
-60
378
$1.24M 0.01%
+15,445
379
$1.21M 0.01%
+78,875
380
$1.21M 0.01%
436,473
+125,044
381
$1.2M 0.01%
47,235
-8,373
382
$1.19M 0.01%
58,660
+17,222
383
$1.19M 0.01%
11,347
-1,938
384
$1.17M 0.01%
13,708
+2,884
385
$1.12M 0.01%
18,672
+4,589
386
$1.11M 0.01%
7,650
+3,300
387
$1.11M 0.01%
17,196
-577
388
$1.09M 0.01%
5,301
+750
389
$1.09M 0.01%
+15,719
390
$1.08M 0.01%
7,298
+2,476
391
$1.07M 0.01%
+19,041
392
$1.06M 0.01%
+4,818
393
$1.05M 0.01%
12,080
-13,502
394
$1.04M 0.01%
+16,050
395
$1.04M 0.01%
7,648
-1,175
396
$1.04M 0.01%
12,330
-57,824
397
$1.03M 0.01%
14,781
-402,133
398
$1.03M 0.01%
3,304
+462
399
$1.01M 0.01%
15,088
+7,085
400
$982K 0.01%
+40,030
14 15
16
17 18