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
626
$213K ﹤0.01%
2,339
-405
627
$213K ﹤0.01%
+1,935
628
$213K ﹤0.01%
181
629
$212K ﹤0.01%
+879
630
$211K ﹤0.01%
+1,524
631
$210K ﹤0.01%
+6,412
632
$210K ﹤0.01%
441
-174
633
$209K ﹤0.01%
9,163
-117,134
634
$209K ﹤0.01%
+9,083
635
$209K ﹤0.01%
+1,695
636
$209K ﹤0.01%
24,528
+6,666
637
$208K ﹤0.01%
+2,792
638
$208K ﹤0.01%
21,219
639
$207K ﹤0.01%
+39,573
640
$207K ﹤0.01%
+2,913
641
$207K ﹤0.01%
+274
642
$206K ﹤0.01%
1,894
-1,176
643
$206K ﹤0.01%
+2,763
644
$203K ﹤0.01%
+39,295
645
$202K ﹤0.01%
+1,168
646
$202K ﹤0.01%
+509
647
$188K ﹤0.01%
+10,393
648
$185K ﹤0.01%
92,803
649
$183K ﹤0.01%
25,720
+13,332
650
$178K ﹤0.01%
+16,960
24 25
26
27 28