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
451
$621K 0.01%
3,790
-416
452
$618K 0.01%
338
+2
453
$615K 0.01%
3,789
+1,268
454
$600K 0.01%
9,914
-141
455
$597K 0.01%
13,484
+809
456
$592K 0.01%
27,164
-145,762
457
$581K 0.01%
14,422
+7,372
458
$579K 0.01%
512,301
-6,540
459
$578K ﹤0.01%
+43,780
460
$573K ﹤0.01%
9,225
-1,052
461
$572K ﹤0.01%
22,702
-1,724
462
$564K ﹤0.01%
4,102
+546
463
$555K ﹤0.01%
10,814
+558
464
$550K ﹤0.01%
9,508
+434
465
$547K ﹤0.01%
29,229
-58
466
$541K ﹤0.01%
11,958
+6,059
467
$541K ﹤0.01%
1,856
468
$540K ﹤0.01%
38,585
469
$536K ﹤0.01%
22,021
+633
470
$535K ﹤0.01%
10,941
471
$528K ﹤0.01%
7,843
472
$525K ﹤0.01%
+4,338
473
$518K ﹤0.01%
74,664
-2,353
474
$517K ﹤0.01%
15,134
-1,210
475
$516K ﹤0.01%
19,478
-20,013
17 18
19
20 21