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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
51
$66.5M 0.53%
200,309
+1,709
52
$64.8M 0.52%
153,309
+1,306
53
$64.2M 0.51%
518,951
+92,337
54
$63.9M 0.51%
477,169
-75,714
55
$62.3M 0.5%
1,755,664
+1,913
56
$61.9M 0.49%
206,088
+1,928
57
$60.5M 0.48%
916,503
+4,663
58
$60M 0.48%
523,706
+11,280
59
$58.3M 0.46%
698,414
-976
60
$55.7M 0.44%
121,748
+858
61
$55.5M 0.44%
416,438
+7,643
62
$55.2M 0.44%
223,974
+897
63
$55M 0.44%
110,258
+130
64
$53.9M 0.43%
566,111
+1,203
65
$53.8M 0.43%
294,930
-74,893
66
$53M 0.42%
257,991
+1,329
67
$52.2M 0.42%
514,711
-545
68
$50.9M 0.41%
349,204
-9,343
69
$50.8M 0.4%
271,300
-135
70
$50.3M 0.4%
453,585
+5,616
71
$50.3M 0.4%
164,646
+640
72
$48.3M 0.38%
333,948
+19,838
73
$47.6M 0.38%
68,195
-32,644
74
$45.5M 0.36%
293,048
+1,186
75
$45.3M 0.36%
157,252
+909
1 2
3
4 5