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
601
$236K ﹤0.01%
+1,394
602
$235K ﹤0.01%
4,705
+557
603
$235K ﹤0.01%
4,766
-2,472
604
$234K ﹤0.01%
6,126
+116
605
$234K ﹤0.01%
40,195
606
$233K ﹤0.01%
+1,383
607
$232K ﹤0.01%
1,474
-131
608
$231K ﹤0.01%
+1,714
609
$231K ﹤0.01%
+2,913
610
$231K ﹤0.01%
+2,000
611
$228K ﹤0.01%
9,856
-75,701
612
$227K ﹤0.01%
+4,866
613
$226K ﹤0.01%
1,722
-37
614
$226K ﹤0.01%
+7,500
615
$224K ﹤0.01%
7,308
+53
616
$224K ﹤0.01%
4,106
-204
617
$223K ﹤0.01%
+1,023
618
$219K ﹤0.01%
3,216
-3,319
619
$218K ﹤0.01%
2,242
620
$217K ﹤0.01%
1,290
-26,517
621
$217K ﹤0.01%
10,592
-3,942
622
$216K ﹤0.01%
+1,914
623
$216K ﹤0.01%
2,843
-47,533
624
$215K ﹤0.01%
+9,746
625
$213K ﹤0.01%
1,043
-400
23 24
25
26 27