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
651
$178K ﹤0.01%
32,960
+2,149
652
$171K ﹤0.01%
+15,600
653
$168K ﹤0.01%
+28,844
654
$165K ﹤0.01%
+37,955
655
$144K ﹤0.01%
+21,124
656
$141K ﹤0.01%
+17,927
657
$134K ﹤0.01%
+12,501
658
$133K ﹤0.01%
10,827
659
$129K ﹤0.01%
10,323
660
$126K ﹤0.01%
+26,113
661
$117K ﹤0.01%
13,129
+1
662
$110K ﹤0.01%
14,085
663
$109K ﹤0.01%
+19,900
664
$104K ﹤0.01%
+10,810
665
$97.4K ﹤0.01%
10,905
+888
666
$96.7K ﹤0.01%
+11,692
667
$92.5K ﹤0.01%
+11,688
668
$89.9K ﹤0.01%
18,204
669
$84.9K ﹤0.01%
+14,360
670
$84.1K ﹤0.01%
+22,719
671
$79K ﹤0.01%
21,646
672
$74K ﹤0.01%
+10,400
673
$69.6K ﹤0.01%
+10,562
674
$69.5K ﹤0.01%
+11,107
675
$59.5K ﹤0.01%
+12,479
25 26
27
28 29