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
51
$64.4M 0.55%
2,657,627
+15,425
52
$63.3M 0.54%
198,600
-3,500
53
$61.5M 0.53%
120,890
+105
54
$61.4M 0.53%
403,367
+2,116
55
$58.9M 0.5%
699,390
+6,082
56
$57.2M 0.49%
1,753,751
+15,957
57
$57.2M 0.49%
256,662
+1,988
58
$55.6M 0.48%
254,190
-2,996
59
$53.9M 0.46%
512,426
-206
60
$53.5M 0.46%
911,840
+13,375
61
$52.3M 0.45%
204,160
+1,713
62
$51.9M 0.44%
408,795
+1,916
63
$51.7M 0.44%
156,343
+155,536
64
$51.3M 0.44%
100,132
+1,222
65
$51M 0.44%
110,128
+834
66
$50.4M 0.43%
369,823
-93,372
67
$49.8M 0.43%
152,003
+40
68
$49.7M 0.42%
447,969
+3,196
69
$49.2M 0.42%
564,908
+4,508
70
$46.8M 0.4%
271,435
+14
71
$46M 0.39%
1,288,965
+1,642
72
$45.8M 0.39%
272,545
+80,585
73
$45.4M 0.39%
184,152
+1,180
74
$44.4M 0.38%
143,920
+1,296
75
$43.9M 0.38%
515,256
+6,857
1 2
3
4 5