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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
476
$555K ﹤0.01%
22,009
-693
477
$548K ﹤0.01%
18,511
-41
478
$546K ﹤0.01%
54,551
+8,588
479
$540K ﹤0.01%
+2,841
480
$537K ﹤0.01%
18,949
-46,798
481
$537K ﹤0.01%
2,270
-507
482
$536K ﹤0.01%
5,743
-3,423
483
$535K ﹤0.01%
495
+101
484
$534K ﹤0.01%
+7,087
485
$532K ﹤0.01%
28,171
-1,058
486
$531K ﹤0.01%
+5,560
487
$531K ﹤0.01%
1,711
-145
488
$530K ﹤0.01%
53,719
-33,246
489
$522K ﹤0.01%
12,329
+5,917
490
$514K ﹤0.01%
4,705
+169
491
$513K ﹤0.01%
10,941
492
$513K ﹤0.01%
3,240
-205
493
$505K ﹤0.01%
+62,464
494
$499K ﹤0.01%
9,727
495
$493K ﹤0.01%
1,348
+2
496
$493K ﹤0.01%
23,337
497
$484K ﹤0.01%
17,728
-1,750
498
$483K ﹤0.01%
6,170
+2,024
499
$482K ﹤0.01%
15,134
500
$474K ﹤0.01%
21,185
-269,959
18 19
20
21 22