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
401
$1.05M 0.01%
+109,010
402
$1.04M 0.01%
275,238
-4,219
403
$1.02M 0.01%
93,612
-690
404
$992K 0.01%
+13,567
405
$985K 0.01%
217,345
-1,291
406
$981K 0.01%
22,904
+5,195
407
$957K 0.01%
2,475
-63
408
$950K 0.01%
87,546
-2,047,689
409
$946K 0.01%
2,177
-4,808
410
$937K 0.01%
31,882
-2,570
411
$937K 0.01%
86,965
-201,817
412
$929K 0.01%
+9,777
413
$924K 0.01%
+16,315
414
$917K 0.01%
34,850
-35,588
415
$914K 0.01%
18,980
-269
416
$912K 0.01%
17,290
-2,161
417
$908K 0.01%
21,392
-21,541
418
$886K 0.01%
5,010
-509
419
$884K 0.01%
6,673
+4,367
420
$881K 0.01%
11,961
+4,308
421
$877K 0.01%
37,968
-154
422
$858K 0.01%
7,271
+3,163
423
$850K 0.01%
1,526
424
$819K 0.01%
9,166
-1,256
425
$818K 0.01%
16,546
-1,019
15 16
17
18 19