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
201
$5.92M 0.05%
56,742
+8,135
202
$5.91M 0.05%
105,731
+212
203
$5.81M 0.05%
308,678
-10,139
204
$5.67M 0.05%
18,607
-1,401
205
$5.67M 0.05%
19,008
+116
206
$5.62M 0.05%
+16,676
207
$5.52M 0.05%
+102,046
208
$5.38M 0.05%
67,619
+5,398
209
$5.32M 0.05%
+91,190
210
$5.29M 0.05%
178,100
+944
211
$5.25M 0.04%
39,736
+4
212
$5.16M 0.04%
+26,211
213
$5.08M 0.04%
+18,805
214
$5.07M 0.04%
177,171
+1,418
215
$4.9M 0.04%
22,465
+501
216
$4.89M 0.04%
72,414
-823
217
$4.86M 0.04%
24,157
+276
218
$4.86M 0.04%
132,690
-1,541
219
$4.74M 0.04%
63,239
-701
220
$4.69M 0.04%
50,637
+16,584
221
$4.65M 0.04%
13,280
-161
222
$4.61M 0.04%
11,279
+195
223
$4.6M 0.04%
17,818
+37
224
$4.52M 0.04%
+43,868
225
$4.43M 0.04%
30,492
-2,961
7 8
9
10 11