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
501
$438K ﹤0.01%
+5,779
502
$437K ﹤0.01%
+7,411
503
$436K ﹤0.01%
9,255
504
$434K ﹤0.01%
20,252
+1,201
505
$433K ﹤0.01%
4,765
-628
506
$432K ﹤0.01%
5,306
-1,742
507
$430K ﹤0.01%
+21,664
508
$429K ﹤0.01%
4,536
+33
509
$425K ﹤0.01%
13,713
-947
510
$424K ﹤0.01%
9,267
+1,933
511
$421K ﹤0.01%
17,192
-240
512
$415K ﹤0.01%
3,518
-71
513
$413K ﹤0.01%
5,189
-33,556
514
$409K ﹤0.01%
11,342
+765
515
$398K ﹤0.01%
9,382
+3,510
516
$393K ﹤0.01%
+4,358
517
$389K ﹤0.01%
2,880
+61
518
$389K ﹤0.01%
1,783
-495
519
$387K ﹤0.01%
683
-14
520
$379K ﹤0.01%
11,706
+431
521
$378K ﹤0.01%
472
-5
522
$378K ﹤0.01%
12,928
-13,250
523
$375K ﹤0.01%
14,161
-1,113,264
524
$372K ﹤0.01%
45,963
-2,371
525
$371K ﹤0.01%
+56,019
19 20
21
22 23