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
576
$266K ﹤0.01%
148
577
$266K ﹤0.01%
+5,420
578
$265K ﹤0.01%
+3,310
579
$264K ﹤0.01%
12,880
-7,992
580
$262K ﹤0.01%
+1,368
581
$262K ﹤0.01%
1,672
-100
582
$261K ﹤0.01%
+1,390
583
$256K ﹤0.01%
1,888
584
$254K ﹤0.01%
21,612
+1,410
585
$253K ﹤0.01%
479
-160
586
$250K ﹤0.01%
+4,599
587
$250K ﹤0.01%
+8,371
588
$249K ﹤0.01%
9,815
589
$248K ﹤0.01%
8,466
-39,868
590
$244K ﹤0.01%
1,400
-37,025
591
$243K ﹤0.01%
910
-840
592
$241K ﹤0.01%
+8,146
593
$240K ﹤0.01%
5,249
-14,750
594
$240K ﹤0.01%
+6,716
595
$239K ﹤0.01%
+5,779
596
$239K ﹤0.01%
+1,083
597
$238K ﹤0.01%
+2,126
598
$238K ﹤0.01%
+2,863
599
$236K ﹤0.01%
8,426
-74
600
$236K ﹤0.01%
+2,590
22 23
24
25 26