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
551
$301K ﹤0.01%
+4,146
552
$290K ﹤0.01%
5,695
+5
553
$290K ﹤0.01%
1,993
+548
554
$289K ﹤0.01%
7,877
-12,394
555
$288K ﹤0.01%
3,214
-1,970
556
$287K ﹤0.01%
2,973
-64,245
557
$286K ﹤0.01%
1,983
-2
558
$286K ﹤0.01%
2,971
-141,175
559
$281K ﹤0.01%
2,095
-6,592
560
$281K ﹤0.01%
19,075
+5,398
561
$281K ﹤0.01%
5,215
562
$279K ﹤0.01%
6,154
+1,817
563
$279K ﹤0.01%
1,041
+10
564
$278K ﹤0.01%
9,632
565
$278K ﹤0.01%
2,695
+275
566
$276K ﹤0.01%
23,337
-30,612
567
$274K ﹤0.01%
5,310
-49
568
$274K ﹤0.01%
96,175
-249,992
569
$272K ﹤0.01%
+22,571
570
$270K ﹤0.01%
932
+41
571
$269K ﹤0.01%
6,446
+494
572
$268K ﹤0.01%
7,157
-770
573
$268K ﹤0.01%
957
-178
574
$267K ﹤0.01%
6,792
575
$266K ﹤0.01%
3,918
-3
21 22
23
24 25