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
$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
HQY icon
276
HealthEquity
HQY
$6.83B
$3.09M 0.02%
32,599
+1,351
SCHX icon
277
Schwab US Large- Cap ETF
SCHX
$63.7B
$3.09M 0.02%
117,204
-36,517
QTWO icon
278
Q2 Holdings
QTWO
$3.25B
$3.07M 0.02%
+42,382
PSTL
279
Postal Realty Trust
PSTL
$549M
$3.06M 0.02%
194,972
+9,584
EXE
280
Expand Energy Corp
EXE
$25.6B
$3.06M 0.02%
28,789
-445
ACGL icon
281
Arch Capital
ACGL
$34.8B
$3.05M 0.02%
33,561
-25
IWV icon
282
iShares Russell 3000 ETF
IWV
$18.4B
$3.04M 0.02%
8,013
+168
TTEK icon
283
Tetra Tech
TTEK
$9.16B
$3.03M 0.02%
90,803
-547
VC icon
284
Visteon
VC
$2.47B
$3.03M 0.02%
+25,259
XYL icon
285
Xylem
XYL
$30.7B
$3.01M 0.02%
+20,405
WDC icon
286
Western Digital
WDC
$87.8B
$3.01M 0.02%
+25,064
ESTC icon
287
Elastic
ESTC
$5.52B
$3M 0.02%
35,477
+580
IIIN icon
288
Insteel Industries
IIIN
$678M
$2.96M 0.02%
77,078
+2,753
CHCO icon
289
City Holding Co
CHCO
$1.71B
$2.94M 0.02%
23,740
+352
POST icon
290
Post Holdings
POST
$5.06B
$2.92M 0.02%
+27,180
SFM icon
291
Sprouts Farmers Market
SFM
$7.27B
$2.82M 0.02%
25,892
+1,950
SPXC icon
292
SPX Corp
SPXC
$10.6B
$2.8M 0.02%
15,003
+2,187
SMBK icon
293
SmartFinancial
SMBK
$662M
$2.75M 0.02%
76,990
+13,438
EWP icon
294
iShares MSCI Spain ETF
EWP
$1.77B
$2.72M 0.02%
54,858
+272
PRK icon
295
Park National Corp
PRK
$2.98B
$2.71M 0.02%
16,699
+1,417
HL icon
296
Hecla Mining
HL
$13.9B
$2.7M 0.02%
222,830
+12,580
LUV icon
297
Southwest Airlines
LUV
$21.6B
$2.65M 0.02%
83,070
+348
APAM icon
298
Artisan Partners
APAM
$2.69B
$2.63M 0.02%
60,684
+31,450
SNEX icon
299
StoneX
SNEX
$6.27B
$2.63M 0.02%
26,035
+23,696
ACIW icon
300
ACI Worldwide
ACIW
$4.42B
$2.62M 0.02%
49,577
+4,246
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