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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
651
$225K ﹤0.01%
+5,756
652
$224K ﹤0.01%
+5,885
653
$223K ﹤0.01%
+7,986
654
$222K ﹤0.01%
1,383
-11
655
$221K ﹤0.01%
6,564
+118
656
$221K ﹤0.01%
+1,621
657
$219K ﹤0.01%
+3,994
658
$219K ﹤0.01%
1,935
659
$218K ﹤0.01%
+6,526
660
$218K ﹤0.01%
1,300
-100
661
$214K ﹤0.01%
+10,516
662
$213K ﹤0.01%
+1,096
663
$213K ﹤0.01%
+549
664
$212K ﹤0.01%
21,219
665
$212K ﹤0.01%
40,195
666
$212K ﹤0.01%
+8,193
667
$211K ﹤0.01%
8,370
-1
668
$211K ﹤0.01%
+4,739
669
$210K ﹤0.01%
171
-10
670
$210K ﹤0.01%
+2,277
671
$209K ﹤0.01%
2,763
672
$209K ﹤0.01%
+41,122
673
$208K ﹤0.01%
+1,949
674
$208K ﹤0.01%
+624
675
$207K ﹤0.01%
+1,718
25 26
27
28 29