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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
26
$102M 0.81%
335,375
+5,155
27
$100M 0.8%
294,411
+2,037
28
$100M 0.8%
1,058,122
-254,424
29
$94.6M 0.75%
868,546
-4,653
30
$92.6M 0.74%
142,574
+61
31
$92.2M 0.73%
2,096,985
+16,091
32
$92M 0.73%
296,878
-2,190
33
$89.7M 0.71%
864,706
+4,995
34
$88.7M 0.71%
631,628
+15,444
35
$88.4M 0.7%
1,054,462
+6,962
36
$87.6M 0.7%
778,866
+3,114
37
$87.5M 0.7%
389,546
+295,635
38
$86.8M 0.69%
113,698
+4,244
39
$86.3M 0.69%
1,028,720
+15,557
40
$84.3M 0.67%
2,978,283
+11,900
41
$83.4M 0.66%
1,257,493
-4,345
42
$81.9M 0.65%
407,789
+8,147
43
$81.2M 0.65%
488,207
-131,420
44
$76.3M 0.61%
761,200
-567
45
$74.9M 0.6%
266,411
+12,221
46
$72.9M 0.58%
211,123
+86,874
47
$72.6M 0.58%
2,569,892
-361,682
48
$72.1M 0.57%
1,619,164
+3,936
49
$71.2M 0.57%
1,474,103
+7,318
50
$68.8M 0.55%
2,699,064
+41,437
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