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
176
$8.83M 0.08%
27,372
-1,157
177
$8.77M 0.08%
103,566
-5,600
178
$8.68M 0.07%
287,840
-14,237
179
$8.51M 0.07%
36,164
-1,065
180
$8.42M 0.07%
59,795
+1,116
181
$8.4M 0.07%
26,737
-3,828
182
$8.4M 0.07%
181,170
-20,963
183
$8.23M 0.07%
139,929
-15,914
184
$8.17M 0.07%
+379,461
185
$8.13M 0.07%
446,357
-12,864
186
$7.87M 0.07%
126,903
-23,399
187
$7.78M 0.07%
354,711
-9,462
188
$7.71M 0.07%
189,728
-2,528
189
$7.71M 0.07%
122,714
-8,940
190
$7.67M 0.07%
228,418
-12,967
191
$7.6M 0.07%
146,954
+1,203
192
$7.13M 0.06%
176,742
+1,021
193
$7.09M 0.06%
13,230
+5,320
194
$6.95M 0.06%
119,227
+53,492
195
$6.77M 0.06%
27,810
-78
196
$6.68M 0.06%
78,371
-7,321
197
$6.59M 0.06%
34,013
+30
198
$6.56M 0.06%
+91,418
199
$6.45M 0.06%
+134,465
200
$6.12M 0.05%
35,902
+66
6 7
8
9 10