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ZIM

Zacks Investment Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
+$864M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$66.9M
3
+$36.3M
4
UNH icon
UnitedHealth
UNH
+$26.3M
5
FAST icon
Fastenal
FAST
+$19.6M

Top Sells

1
+$67.6M
2
+$61.1M
3
+$46.4M
4
HBAN icon
Huntington Bancshares
HBAN
+$35.5M
5
SO icon
Southern Company
SO
+$23.8M

Sector Composition

1 Technology 24.73%
2 Financials 17.13%
3 Industrials 11.62%
4 Healthcare 10.15%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.89M 0.03%
341,420
+14,687
252
$3.85M 0.03%
52,720
-1,044
253
$3.85M 0.03%
+102,504
254
$3.85M 0.03%
+35,922
255
$3.83M 0.03%
156,052
+145,460
256
$3.77M 0.03%
127,518
+7,808
257
$3.72M 0.03%
10,949
+476
258
$3.68M 0.03%
+53,142
259
$3.67M 0.03%
29,913
-20
260
$3.63M 0.03%
65,721
-362
261
$3.63M 0.03%
128,231
-7,614
262
$3.56M 0.03%
116,060
-3,172
263
$3.56M 0.03%
+314,875
264
$3.56M 0.03%
+41,915
265
$3.55M 0.03%
10,292
+1,045
266
$3.52M 0.03%
49,336
+2,080
267
$3.48M 0.03%
14,113
-34
268
$3.4M 0.03%
5,551
-1,719
269
$3.39M 0.03%
55,084
-308
270
$3.33M 0.03%
+26,317
271
$3.32M 0.03%
+16,364
272
$3.27M 0.03%
80,749
+9,361
273
$3.24M 0.03%
13,180
-177
274
$3.12M 0.02%
+48,540
275
$3.11M 0.02%
165,988
+1,246
9 10
11
12 13