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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
451
$653K 0.01%
+11,331
452
$652K 0.01%
526,132
+13,831
453
$648K 0.01%
12,899
454
$645K 0.01%
3,790
-1,859
455
$644K 0.01%
+1,511
456
$631K 0.01%
+11,865
457
$622K 0.01%
13,585
-837
458
$620K ﹤0.01%
10,581
-233
459
$611K ﹤0.01%
32,696
-10,664
460
$610K ﹤0.01%
12,094
+136
461
$603K ﹤0.01%
7,754
-721
462
$601K ﹤0.01%
+42,799
463
$594K ﹤0.01%
22,913
+892
464
$594K ﹤0.01%
32,640
-5,472
465
$592K ﹤0.01%
9,613
+388
466
$591K ﹤0.01%
4,027
-75
467
$590K ﹤0.01%
3,453
+71
468
$586K ﹤0.01%
8,709
+1,298
469
$582K ﹤0.01%
16,099
+6,467
470
$579K ﹤0.01%
6,438
+13
471
$571K ﹤0.01%
+6,748
472
$569K ﹤0.01%
7,843
473
$566K ﹤0.01%
4,753
-1,192
474
$556K ﹤0.01%
10,264
-6,282
475
$556K ﹤0.01%
32,192
-2,076,794
17 18
19
20 21