We are live on ! Find out more
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
426
$819K 0.01%
287,304
+12,066
427
$818K 0.01%
21,969
+3,719
428
$813K 0.01%
67,988
-19,558
429
$807K 0.01%
5,705
-968
430
$771K 0.01%
8,256
+216
431
$769K 0.01%
17,249
+16
432
$768K 0.01%
5,959
-119,247
433
$767K 0.01%
6,501
-10,931
434
$731K 0.01%
2,070
-405
435
$727K 0.01%
6,349
+381
436
$717K 0.01%
3,572
-17,169
437
$716K 0.01%
2,957
+21
438
$710K 0.01%
54,982
-69,387
439
$709K 0.01%
8,425
-6,842
440
$703K 0.01%
2,900
-4
441
$702K 0.01%
77,978
+3,314
442
$701K 0.01%
27,124
-184
443
$689K 0.01%
1,472
-54
444
$686K 0.01%
29,621
-17,328
445
$686K 0.01%
2,726
-418
446
$684K 0.01%
10,376
+2,903
447
$677K 0.01%
76,314
+36,741
448
$671K 0.01%
9,835
-79
449
$662K 0.01%
3,783
-7
450
$660K 0.01%
+23,270
16 17
18
19 20