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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
526
$414K ﹤0.01%
+3,427
527
$412K ﹤0.01%
2,830
-50
528
$404K ﹤0.01%
+3,609
529
$401K ﹤0.01%
+62,094
530
$397K ﹤0.01%
27,939
-14,232
531
$392K ﹤0.01%
+1,890
532
$392K ﹤0.01%
6,859
+2,260
533
$389K ﹤0.01%
11,608
-3,223
534
$381K ﹤0.01%
2,151
+168
535
$381K ﹤0.01%
4,274
+964
536
$381K ﹤0.01%
6,827
+673
537
$380K ﹤0.01%
8,389
-87,639
538
$375K ﹤0.01%
8,417
-850
539
$374K ﹤0.01%
3,267
+124
540
$374K ﹤0.01%
818
-8,909
541
$374K ﹤0.01%
2,515
+515
542
$374K ﹤0.01%
3,509
+274
543
$363K ﹤0.01%
+5,385
544
$361K ﹤0.01%
5,754
+1
545
$358K ﹤0.01%
11,700
546
$357K ﹤0.01%
5,411
+105
547
$356K ﹤0.01%
+4,246
548
$355K ﹤0.01%
7,948
-1,434
549
$350K ﹤0.01%
1,135
+3
550
$344K ﹤0.01%
4,684
+856
20 21
22
23 24