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
$9.38B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$25.7M
3
+$25.6M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$22.7M
5
NKE icon
Nike
NKE
+$21.2M

Top Sells

1
+$49.2M
2
+$29.9M
3
+$29.4M
4
EVRG icon
Evergy
EVRG
+$28.7M
5
PLD icon
Prologis
PLD
+$14M

Sector Composition

1 Technology 21.92%
2 Financials 15.46%
3 Healthcare 11.24%
4 Industrials 10.19%
5 Consumer Discretionary 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.16M 0.06%
+88,921
202
$5.15M 0.05%
+47,989
203
$5.15M 0.05%
203,962
+38,663
204
$5.15M 0.05%
11,597
-2,690
205
$5.07M 0.05%
329,069
+68,312
206
$5.06M 0.05%
29,849
+24,791
207
$4.9M 0.05%
115,361
+10,432
208
$4.85M 0.05%
29,131
+2,573
209
$4.82M 0.05%
106,165
+6,636
210
$4.81M 0.05%
+48,195
211
$4.77M 0.05%
122,433
+13,070
212
$4.58M 0.05%
100,188
+20,987
213
$4.51M 0.05%
36,354
+3,185
214
$4.51M 0.05%
22,838
+3,632
215
$4.47M 0.05%
16,640
+2,708
216
$4.47M 0.05%
1,419
+156
217
$4.38M 0.05%
64,110
-1,019
218
$4.37M 0.05%
+158,079
219
$4.31M 0.05%
+73,430
220
$4.3M 0.05%
+73,996
221
$4.29M 0.05%
36,765
+3,498
222
$4.29M 0.05%
10,333
+1,093
223
$4.28M 0.05%
15,683
+1,691
224
$4.08M 0.04%
38,974
+4,892
225
$4.04M 0.04%
117,688
+18,560
7 8
9
10 11