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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
401
$1.16M 0.01%
17,998
+649
402
$1.13M 0.01%
11,689
-961
403
$1.12M 0.01%
2,995
-3,736
404
$1.12M 0.01%
+36,748
405
$1.11M 0.01%
+38,338
406
$1.11M 0.01%
41,028
+6,178
407
$1.1M 0.01%
7,056
-396,311
408
$1.08M 0.01%
39,119
+3,198
409
$1.06M 0.01%
23,004
+100
410
$1.04M 0.01%
88,827
+6,355
411
$1.03M 0.01%
9,672
+2,518
412
$1.01M 0.01%
23,713
-8,156
413
$1.01M 0.01%
+3,972
414
$1.01M 0.01%
33,050
+1,168
415
$1M 0.01%
14,614
-3,366
416
$996K 0.01%
18,791
+1,501
417
$980K 0.01%
5,325
-2,610
418
$968K 0.01%
13,012
+1,051
419
$947K 0.01%
4,772
-482
420
$947K 0.01%
19,322
+500
421
$940K 0.01%
14,052
+485
422
$909K 0.01%
7,343
+72
423
$896K 0.01%
4,804
-206
424
$864K 0.01%
24,173
425
$856K 0.01%
15,730
-75,460
15 16
17
18 19