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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
501
$474K ﹤0.01%
27,023
-480
502
$470K ﹤0.01%
+14,604
503
$465K ﹤0.01%
949
-36,663
504
$463K ﹤0.01%
952
+473
505
$461K ﹤0.01%
16,914
-278
506
$460K ﹤0.01%
40,585
+2,000
507
$458K ﹤0.01%
30,118
+7,547
508
$457K ﹤0.01%
2,732
509
$455K ﹤0.01%
4,222
-136
510
$455K ﹤0.01%
2,397
-87
511
$452K ﹤0.01%
+18,230
512
$451K ﹤0.01%
473
-15
513
$451K ﹤0.01%
2,075
+292
514
$449K ﹤0.01%
3,501
-17
515
$442K ﹤0.01%
19,966
-26
516
$440K ﹤0.01%
28,475
+9,400
517
$439K ﹤0.01%
14,179
+2,473
518
$431K ﹤0.01%
13,785
+72
519
$428K ﹤0.01%
37,860
+13,332
520
$426K ﹤0.01%
439
-33
521
$422K ﹤0.01%
13,236
+308
522
$421K ﹤0.01%
25,675
-4,129
523
$418K ﹤0.01%
+37,570
524
$416K ﹤0.01%
9,943
+3,151
525
$415K ﹤0.01%
680
+46
19 20
21
22 23