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
401
$981K 0.01%
69,989
+12,526
402
$950K 0.01%
761
-766
403
$942K 0.01%
9,660
-911
404
$929K 0.01%
2,700
+97
405
$914K 0.01%
+19,263
406
$906K 0.01%
3,060
-9,889
407
$890K 0.01%
+1,420
408
$864K 0.01%
319,872
+91,512
409
$835K 0.01%
+32,394
410
$823K 0.01%
+65,860
411
$816K 0.01%
51,661
+14,178
412
$814K 0.01%
16,447
+11,630
413
$807K 0.01%
275,314
+51,171
414
$790K 0.01%
6,415
-328
415
$787K 0.01%
+12,649
416
$784K 0.01%
2,704
+322
417
$778K 0.01%
268,375
+46,465
418
$775K 0.01%
102,892
+25,564
419
$772K 0.01%
4,112
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420
$769K 0.01%
26,226
+4,566
421
$766K 0.01%
1,460
+188
422
$762K 0.01%
23,519
+7,312
423
$756K 0.01%
3,311
-205
424
$753K 0.01%
17,263
+4,680
425
$746K 0.01%
12,877
+5,785
15 16
17
18 19