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
526
$370K ﹤0.01%
4,961
+210
527
$358K ﹤0.01%
2,682
-79
528
$356K ﹤0.01%
5,068
-1
529
$353K ﹤0.01%
12,042
530
$353K ﹤0.01%
394
-25
531
$351K ﹤0.01%
134
+2
532
$349K ﹤0.01%
11,700
533
$345K ﹤0.01%
+12,818
534
$342K ﹤0.01%
+8,598
535
$341K ﹤0.01%
1,264
-75
536
$339K ﹤0.01%
+5,753
537
$338K ﹤0.01%
3,235
-429
538
$337K ﹤0.01%
1,474
-895
539
$336K ﹤0.01%
11,199
-105
540
$332K ﹤0.01%
14,831
-654
541
$330K ﹤0.01%
849
+182
542
$327K ﹤0.01%
3,143
+13
543
$323K ﹤0.01%
14,439
-22,728
544
$323K ﹤0.01%
1,132
545
$323K ﹤0.01%
6,954
-921
546
$321K ﹤0.01%
19,047
-595
547
$317K ﹤0.01%
634
+5
548
$315K ﹤0.01%
861
+48
549
$306K ﹤0.01%
870
-9
550
$303K ﹤0.01%
27,558
20 21
22
23 24