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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
301
$2.6M 0.02%
+25,673
302
$2.58M 0.02%
21,453
-4,543
303
$2.53M 0.02%
57,485
+207
304
$2.51M 0.02%
21,153
-5,684
305
$2.48M 0.02%
76,173
+920
306
$2.46M 0.02%
142,056
+8,269
307
$2.43M 0.02%
8,689
+1,006
308
$2.36M 0.02%
41,078
+266
309
$2.34M 0.02%
24,655
+143
310
$2.3M 0.02%
43,461
+1,654
311
$2.28M 0.02%
48,635
-3,287
312
$2.26M 0.02%
+52,327
313
$2.2M 0.02%
21,841
+19,146
314
$2.18M 0.02%
115,118
+12,683
315
$2.17M 0.02%
34,079
-1,560
316
$2.14M 0.02%
+30,008
317
$2.12M 0.02%
+32,686
318
$2.11M 0.02%
+30,066
319
$2.11M 0.02%
+9,628
320
$2.11M 0.02%
41,510
-2,369
321
$2.1M 0.02%
47,608
+2,550
322
$2.09M 0.02%
41,191
+2,838
323
$2.06M 0.02%
44,529
-17,040
324
$2.03M 0.02%
+42,207
325
$1.99M 0.02%
19,110
+1,182
11 12
13
14 15