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
676
$55.4K ﹤0.01%
+14,864
677
$55.1K ﹤0.01%
+12,940
678
$55K ﹤0.01%
+12,134
679
$53.8K ﹤0.01%
+16,917
680
$53K ﹤0.01%
+15,307
681
$50.7K ﹤0.01%
+11,069
682
$45K ﹤0.01%
+3,200
683
$44K ﹤0.01%
+10,343
684
$42.2K ﹤0.01%
38,047
685
$40.3K ﹤0.01%
+24,751
686
$38K ﹤0.01%
+15,449
687
$35.9K ﹤0.01%
20,849
+7,649
688
$34.3K ﹤0.01%
+17,164
689
$30.8K ﹤0.01%
+14,899
690
$30.5K ﹤0.01%
+26,334
691
$26.1K ﹤0.01%
+11,976
692
$22K ﹤0.01%
+2,306
693
– –
-3,736
694
– –
-3,022
695
– –
-7,467
696
– –
-69,803
697
– –
-222,606
698
– –
-9,162
699
– –
-20,303
700
– –
-8,757
26 27
28
29 30