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
376
$1.26M 0.01%
20,133
377
$1.25M 0.01%
5,953
-121
378
$1.25M 0.01%
22,760
-698
379
$1.25M 0.01%
34,281
+4,243
380
$1.23M 0.01%
19,359
+1,388
381
$1.23M 0.01%
+142,327
382
$1.19M 0.01%
2,931
-6,075
383
$1.19M 0.01%
+5,577
384
$1.18M 0.01%
24,559
-64,187
385
$1.17M 0.01%
10,541
-12,927
386
$1.16M 0.01%
+22,470
387
$1.16M 0.01%
12,650
-8,804
388
$1.15M 0.01%
4,952
-317
389
$1.15M 0.01%
+17,928
390
$1.14M 0.01%
+34,019
391
$1.13M 0.01%
+30,886
392
$1.13M 0.01%
2,571
-385
393
$1.12M 0.01%
20,173
-113,971
394
$1.11M 0.01%
+17,349
395
$1.09M 0.01%
133,787
+85,142
396
$1.09M 0.01%
35,921
+534
397
$1.08M 0.01%
37,462
+6,515
398
$1.07M 0.01%
+32,049
399
$1.07M 0.01%
17,980
-162
400
$1.06M 0.01%
46,949
-44,511
14 15
16
17 18