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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
701
$156K ﹤0.01%
+24,725
702
$152K ﹤0.01%
+20,000
703
$151K ﹤0.01%
+18,443
704
$147K ﹤0.01%
+11,713
705
$140K ﹤0.01%
41,802
+15,689
706
$139K ﹤0.01%
+22,579
707
$139K ﹤0.01%
+11,905
708
$135K ﹤0.01%
23,336
+8,976
709
$134K ﹤0.01%
+24,597
710
$131K ﹤0.01%
+20,078
711
$131K ﹤0.01%
28,996
+16,517
712
$131K ﹤0.01%
10,323
713
$126K ﹤0.01%
+14,716
714
$126K ﹤0.01%
+12,408
715
$122K ﹤0.01%
37,955
716
$122K ﹤0.01%
+11,146
717
$121K ﹤0.01%
43,767
+26,850
718
$118K ﹤0.01%
+16,956
719
$117K ﹤0.01%
+16,498
720
$117K ﹤0.01%
13,128
-1
721
$110K ﹤0.01%
16,954
+5,266
722
$101K ﹤0.01%
+18,860
723
$99.3K ﹤0.01%
19,907
-1,217
724
$96.8K ﹤0.01%
14,085
725
$94.5K ﹤0.01%
+24,669
27 28
29
30 31