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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
551
$344K ﹤0.01%
51,412
-4,607
552
$338K ﹤0.01%
25,753
-18,027
553
$337K ﹤0.01%
2,388
-294
554
$336K ﹤0.01%
4,963
+2
555
$335K ﹤0.01%
7,451
+497
556
$330K ﹤0.01%
1,204
-60
557
$329K ﹤0.01%
1,490
+16
558
$327K ﹤0.01%
4,065
-240
559
$327K ﹤0.01%
1,490
+107
560
$325K ﹤0.01%
+1,324
561
$322K ﹤0.01%
+32,190
562
$317K ﹤0.01%
8,598
563
$316K ﹤0.01%
1,133
+92
564
$316K ﹤0.01%
+3,492
565
$314K ﹤0.01%
1,112
+180
566
$314K ﹤0.01%
1,650
+176
567
$310K ﹤0.01%
+4,776
568
$308K ﹤0.01%
3,457
+544
569
$307K ﹤0.01%
131
-3
570
$307K ﹤0.01%
9,706
+2,398
571
$306K ﹤0.01%
+5,127
572
$305K ﹤0.01%
+1,291
573
$302K ﹤0.01%
11,974
-68
574
$302K ﹤0.01%
30,803
+17,863
575
$301K ﹤0.01%
+17,492
21 22
23
24 25