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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
626
$249K ﹤0.01%
2,836
-135
627
$246K ﹤0.01%
1,181
-209
628
$245K ﹤0.01%
6,126
629
$243K ﹤0.01%
+3,346
630
$243K ﹤0.01%
+4,133
631
$243K ﹤0.01%
865
-14
632
$242K ﹤0.01%
1,702
+178
633
$241K ﹤0.01%
+12,941
634
$239K ﹤0.01%
+17,950
635
$238K ﹤0.01%
+501
636
$238K ﹤0.01%
+744
637
$236K ﹤0.01%
+384
638
$235K ﹤0.01%
+11,043
639
$235K ﹤0.01%
+15,155
640
$234K ﹤0.01%
1,216
+133
641
$234K ﹤0.01%
+8,533
642
$233K ﹤0.01%
12,710
-170
643
$233K ﹤0.01%
+6,093
644
$232K ﹤0.01%
+4,638
645
$231K ﹤0.01%
3,980
-126
646
$231K ﹤0.01%
9,300
-556
647
$231K ﹤0.01%
1,888
648
$227K ﹤0.01%
+5,303
649
$227K ﹤0.01%
761
-50,677
650
$226K ﹤0.01%
2,262
-148,962
24 25
26
27 28