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
$9.38B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$25.7M
3
+$25.6M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$22.7M
5
NKE icon
Nike
NKE
+$21.2M

Top Sells

1
+$49.2M
2
+$29.9M
3
+$29.4M
4
EVRG icon
Evergy
EVRG
+$28.7M
5
PLD icon
Prologis
PLD
+$14M

Sector Composition

1 Technology 21.92%
2 Financials 15.46%
3 Healthcare 11.24%
4 Industrials 10.19%
5 Consumer Discretionary 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$241K ﹤0.01%
1,839
+3
577
$238K ﹤0.01%
1,936
+2
578
$236K ﹤0.01%
+5,194
579
$235K ﹤0.01%
1,234
-122
580
$235K ﹤0.01%
2,085
-9
581
$234K ﹤0.01%
3,767
+17
582
$231K ﹤0.01%
+7,918
583
$226K ﹤0.01%
6,234
+120
584
$224K ﹤0.01%
904
-293
585
$223K ﹤0.01%
3,499
586
$223K ﹤0.01%
3,800
587
$221K ﹤0.01%
+2,761
588
$219K ﹤0.01%
+1,564
589
$219K ﹤0.01%
+4,840
590
$217K ﹤0.01%
6,719
-140,976
591
$216K ﹤0.01%
2,565
+1
592
$215K ﹤0.01%
17,987
-273,128
593
$211K ﹤0.01%
845
-45,092
594
$210K ﹤0.01%
2,734
-475
595
$210K ﹤0.01%
+912
596
$210K ﹤0.01%
+8,432
597
$206K ﹤0.01%
+5,556
598
$206K ﹤0.01%
+4,063
599
$205K ﹤0.01%
+8,081
600
$205K ﹤0.01%
+5,935
22 23
24
25 26