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
451
$606K 0.01%
24,444
+6,439
452
$595K 0.01%
16,572
-2,561
453
$593K 0.01%
11,081
+98
454
$584K 0.01%
7,871
-1,533
455
$579K 0.01%
7,898
+80
456
$578K 0.01%
+49,626
457
$570K 0.01%
29,951
458
$567K 0.01%
14,200
-57
459
$566K 0.01%
+37,266
460
$563K 0.01%
5,790
+2,960
461
$557K 0.01%
6,913
+1
462
$536K 0.01%
7,468
-9
463
$533K 0.01%
3,664
-590
464
$533K 0.01%
5,211
+576
465
$524K 0.01%
11,041
-72
466
$521K 0.01%
3,051
+1,117
467
$520K 0.01%
+4,075
468
$517K 0.01%
17,095
+178
469
$500K 0.01%
1,978
-22
470
$500K 0.01%
4,672
+32
471
$493K 0.01%
2,702
+611
472
$487K 0.01%
4,988
473
$476K 0.01%
30,108
+14,717
474
$475K 0.01%
708,168
+157,564
475
$474K 0.01%
14,091
17 18
19
20 21