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
476
$514K ﹤0.01%
2,732
-150
477
$507K ﹤0.01%
488
+1
478
$507K ﹤0.01%
2,567
-614
479
$506K ﹤0.01%
3,382
+13
480
$503K ﹤0.01%
18,552
+240
481
$503K ﹤0.01%
7,462
+3,033
482
$494K ﹤0.01%
2,924
+906
483
$493K ﹤0.01%
9,727
-210
484
$487K ﹤0.01%
6,425
-8
485
$485K ﹤0.01%
27,503
+3,310
486
$482K ﹤0.01%
9,808
+127
487
$478K ﹤0.01%
12,446
+884
488
$477K ﹤0.01%
19,992
-420
489
$469K ﹤0.01%
10,390
-49,059
490
$469K ﹤0.01%
29,804
-1
491
$466K ﹤0.01%
+3,445
492
$465K ﹤0.01%
12,932
-1,692
493
$463K ﹤0.01%
14,250
+371
494
$461K ﹤0.01%
6,174
-402,969
495
$459K ﹤0.01%
895
+285
496
$457K ﹤0.01%
1,346
-4
497
$451K ﹤0.01%
2,484
-32
498
$449K ﹤0.01%
+7,473
499
$446K ﹤0.01%
19,188
-269
500
$444K ﹤0.01%
+5,503
18 19
20
21 22