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
426
$811K 0.01%
24,173
427
$797K 0.01%
+42,171
428
$787K 0.01%
+13,929
429
$764K 0.01%
52,419
+3,209
430
$761K 0.01%
7,154
-2,175
431
$759K 0.01%
5,649
+351
432
$755K 0.01%
43,360
+735
433
$740K 0.01%
+15,825
434
$740K 0.01%
5,968
+1,440
435
$732K 0.01%
7,348
-15,683
436
$722K 0.01%
82,472
-2,638
437
$718K 0.01%
10,001
+1,563
438
$703K 0.01%
17,233
+21
439
$699K 0.01%
27,308
+2,127
440
$698K 0.01%
3,144
-100
441
$684K 0.01%
8,475
-61,641
442
$680K 0.01%
38,112
+3,041
443
$669K 0.01%
90,859
-932
444
$666K 0.01%
1,005
-315
445
$665K 0.01%
18,250
+4,036
446
$650K 0.01%
2,904
447
$649K 0.01%
12,899
448
$639K 0.01%
2,777
-150
449
$633K 0.01%
2,936
-2,071
450
$633K 0.01%
5,945
-696
16 17
18
19 20